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Creative Financial Designs’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Creative Financial Designs’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 		$2.13K Hold
75
– – ﹤0.01% 1890
2026
Q1 		$2.15K Hold
75
– – ﹤0.01% 1768
2025
Q4 		$2.16K Sell
75
-264
-78% -$7.64K ﹤0.01% 1673
2025
Q3 		$9.8K Sell
339
-488
-59% -$14K ﹤0.01% 1372
2025
Q2 		$23.8K Buy
827
+499
+152% +$14.2K ﹤0.01% 1084
2025
Q1 		$9.37K Sell
328
-52
-14% -$1.46K ﹤0.01% 1319
2024
Q4 		$10.6K Sell
380
-3,692
-91% -$104K ﹤0.01% 1232
2024
Q3 		$118K Sell
4,072
-2,591
-39% -$74.4K 0.01% 563
2024
Q2 		$187K Sell
6,663
-48
-0.7% -$1.33K 0.02% 445
2024
Q1 		$189K Buy
6,711
+563
+9% +$15.9K 0.02% 428
2023
Q4 		$176K Buy
6,148
+2,074
+51% +$57.6K 0.02% 413
2023
Q3 		$112K Hold
4,074
– – 0.01% 468
2023
Q2 		$115K Buy
4,074
+22
+0.5% +$633 0.01% 451
2023
Q1 		$117K Buy
4,052
+234
+6% +$6.69K 0.02% 437
2022
Q4 		$108K Sell
3,818
-91
-2% -$2.57K 0.02% 438
2022
Q3 		$110K Sell
3,909
-58
-1% -$1.7K 0.02% 422
2022
Q2 		$117K Sell
3,967
-283
-7% -$8.36K 0.02% 399
2022
Q1 		$129K Sell
4,250
-209
-5% -$6.51K 0.02% 388
2021
Q4 		$143K Sell
4,459
-76
-2% -$2.44K 0.02% 369
2021
Q3 		$147K Buy
4,535
+75
+2% +$2.44K 0.02% 371
2021
Q2 		$144K Buy
4,460
+33
+0.7% +$1.07K 0.03% 370
2021
Q1 		$142K Sell
4,427
-629
-12% -$20.5K 0.03% 348
2020
Q4 		$167K Hold
5,056
– – 0.04% 284
2020
Q3 		$168K Buy
5,056
+1,904
+60% +$63.3K 0.04% 256
2020
Q2 		$105K Buy
3,152
+49
+2% +$1.62K 0.03% 279
2020
Q1 		$103K Buy
3,103
+2,321
+297% +$73.9K 0.05% 171
2019
Q4 		$24K Buy
+782
New +$24.3K 0.01% 312

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

Creative Financial Designs's SPTI Position: Q2 2026 in Review

Creative Financial Designs held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 75 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Creative Financial Designs first reported a position in SPTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $189K in Q1 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Creative Financial Designs held 75 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.13K as of Q2 2026.
  • Creative Financial Designs left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1890 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • Creative Financial Designs's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $189K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.