Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,172	Closed	-$292K	–	104
2026 Q1	$292K	Buy	10,172 +62	+0.6%	+$1.79K	0.12%	78
2025 Q4	$292K	Buy	+10,110	New	+$293K	0.12%	66

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPTI Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 10,172 shares — an estimated $292K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPTI in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 10,172 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $292K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and held it in 2 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $292K in Q4 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.