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

Creative Planning’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 		$6.21M Buy
218,649
+1,774
+0.8% +$50.5K ﹤0.01% 1234
2026
Q1 		$6.22M Buy
216,875
+3,790
+2% +$109K ﹤0.01% 1024
2025
Q4 		$6.15M Sell
213,085
-10,002
-4% -$289K ﹤0.01% 868
2025
Q3 		$6.45M Buy
223,087
+3,205
+1% +$92.1K ﹤0.01% 744
2025
Q2 		$6.33M Buy
219,882
+192,612
+706% +$5.49M 0.01% 682
2025
Q1 		$779K Buy
27,270
+9,762
+56% +$275K ﹤0.01% 1923
2024
Q4 		$488K Buy
17,508
+7,354
+72% +$208K ﹤0.01% 2246
2024
Q3 		$295K Sell
10,154
-530
-5% -$15.2K ﹤0.01% 2534
2024
Q2 		$299K Buy
10,684
+1,127
+12% +$31.3K ﹤0.01% 2354
2024
Q1 		$269K Buy
9,557
+864
+10% +$24.4K ﹤0.01% 2341
2023
Q4 		$248K Buy
8,693
+4,273
+97% +$119K ﹤0.01% 2239
2023
Q3 		$122K Buy
+4,420
New +$124K ﹤0.01% 2361
2022
Q2 		– Sell
-160
Closed -$5K – 2525
2022
Q1 		$5K Buy
+160
New +$4.99K ﹤0.01% 2249
2017
Q3 		– Sell
-4,790
Closed -$144K – 3462
2017
Q2 		$144K Buy
4,790
+74
+2% +$2.23K ﹤0.01% 1720
2017
Q1 		$141K Hold
4,716
– – ﹤0.01% 1727
2016
Q4 		$141K Sell
4,716
-1,480
-24% -$44.6K ﹤0.01% 1625
2016
Q3 		$190K Sell
6,196
-1,672
-21% -$51.3K ﹤0.01% 1428
2016
Q2 		$243K Sell
7,868
-652
-8% -$19.9K ﹤0.01% 1162
2016
Q1 		$260K Buy
8,520
+1,152
+16% +$35K ﹤0.01% 1090
2015
Q4 		$222K Sell
7,368
-1,968
-21% -$59.2K ﹤0.01% 1143
2015
Q3 		$283K Buy
+9,336
New +$281K ﹤0.01% 1001
2015
Q2 		– Sell
-9,532
Closed -$289K – 2746
2015
Q1 		$289K Sell
9,532
-156
-2% -$4.71K ﹤0.01% 1016
2014
Q4 		$290K Hold
9,688
– – ﹤0.01% 954
2014
Q3 		$289K Sell
9,688
-962
-9% -$28.7K ﹤0.01% 881
2014
Q2 		$318K Buy
10,650
+738
+7% +$22K ﹤0.01% 812
2014
Q1 		$294K Hold
9,912
– – ﹤0.01% 830
2013
Q4 		$293K Sell
9,912
-1,122
-10% -$33.4K 0.01% 686
2013
Q3 		$329K Buy
11,034
+792
+8% +$23.5K 0.01% 563
2013
Q2 		$306K Buy
+10,242
New +$310K 0.01% 539

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 Planning's SPTI Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.82% in Q2 2026, buying an estimated $50.5K and bringing the position to 218,649 shares worth $6.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Creative Planning first reported a position in SPTI in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.45M in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Creative Planning held 218,649 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.21M as of Q2 2026.
  • Creative Planning bought 1,774 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $50.5K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1234 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2013 and has held it in 29 quarters since.
  • Creative Planning's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.45M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.