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Clarity Wealth Development’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Clarity Wealth Development’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 		$479K Sell
16,888
-40,426
-71% -$1.15M 0.27% 34
2026
Q1 		$1.64M Sell
57,314
-3,577
-6% -$103K 1.34% 15
2025
Q4 		$1.76M Sell
60,891
-4,859
-7% -$141K 1.49% 15
2025
Q3 		$1.91M Sell
65,750
-3,280
-5% -$94.2K 1.73% 15
2025
Q2 		$1.99M Sell
69,030
-5,394
-7% -$154K 1.98% 12
2025
Q1 		$2.15M Sell
74,424
-8,746
-11% -$246K 2.4% 12
2024
Q4 		$2.33M Buy
+83,170
New +$2.35M 2.53% 12

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clarity Wealth Development's SPTI Position: Q2 2026 in Review

Clarity Wealth Development reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 71% in Q2 2026, selling an estimated $1.15M and leaving 16,888 shares worth $479K. The position accounts for 0.27% of the portfolio, ranked #34.

Clarity Wealth Development first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Clarity Wealth Development held 16,888 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $479K as of Q2 2026.
  • Clarity Wealth Development sold 40,426 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.15M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.27% of Clarity Wealth Development's portfolio in Q2 2026, its #34 holding.
  • Clarity Wealth Development first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Clarity Wealth Development's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.33M in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.