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Cornerstone Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cornerstone Wealth Management’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 		$6.84M Buy
240,904
+46,570
+24% +$1.32M 0.29% 87
2026
Q1 		$5.57M Buy
194,334
+31,179
+19% +$899K 0.28% 91
2025
Q4 		$4.71M Buy
163,155
+22,953
+16% +$664K 0.24% 93
2025
Q3 		$4.05M Buy
140,202
+7,194
+5% +$207K 0.22% 103
2025
Q2 		$3.83M Buy
133,008
+11,161
+9% +$318K 0.23% 103
2025
Q1 		$3.48M Buy
121,847
+6,900
+6% +$194K 0.24% 99
2024
Q4 		$3.2M Buy
114,947
+20,636
+22% +$583K 0.22% 102
2024
Q3 		$2.74M Buy
94,311
+7,262
+8% +$208K 0.19% 109
2024
Q2 		$2.44M Buy
87,049
+7,631
+10% +$212K 0.19% 114
2024
Q1 		$2.24M Buy
79,418
+4,139
+5% +$117K 0.18% 122
2023
Q4 		$2.15M Buy
75,279
+8,320
+12% +$231K 0.18% 118
2023
Q3 		$1.84M Buy
66,959
+6,576
+11% +$184K 0.17% 124
2023
Q2 		$1.71M Buy
60,383
+10,401
+21% +$299K 0.15% 133
2023
Q1 		$1.45M Buy
+49,982
New +$1.43M 0.14% 136
2022
Q3 		$1.09M Buy
38,626
+7,867
+26% +$230K 0.12% 147
2022
Q2 		$906K Buy
30,759
+3,180
+12% +$93.9K 0.1% 175
2022
Q1 		$835K Sell
27,579
-22,087
-44% -$688K 0.08% 200
2021
Q4 		$1.59M Sell
49,666
-1,311
-3% -$42.1K 0.15% 137
2021
Q3 		$1.65M Buy
50,977
+4,847
+11% +$158K 0.18% 126
2021
Q2 		$1.49M Buy
46,130
+5,332
+13% +$172K 0.16% 134
2021
Q1 		$1.31M Buy
40,798
+33,270
+442% +$1.08M 0.15% 138
2020
Q4 		$249K Buy
+7,528
New +$249K 0.03% 363
2016
Q4 		– Sell
-30,612
Closed -$935K – 303
2016
Q3 		$935K Buy
+30,612
New +$939K 0.35% 55

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

Cornerstone Wealth Management's SPTI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 24% in Q2 2026, buying an estimated $1.32M and bringing the position to 240,904 shares worth $6.84M. The position accounts for 0.29% of the portfolio, ranked #87.

Cornerstone Wealth Management first reported a position in SPTI in Q3 2016 and has held it in 23 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Cornerstone Wealth Management held 240,904 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.84M as of Q2 2026.
  • Cornerstone Wealth Management bought 46,570 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.32M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.29% of Cornerstone Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2016 and has held it in 23 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.