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

CreativeOne Wealth’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 Q1	$298K	Buy	+10,392	New	+$300K	0.01%	980
2024 Q2	–	Sell	-9,228	Closed	-$260K	–	901
2024 Q1	$260K	Sell	9,228 -5,786	-39%	-$163K	0.01%	761
2023 Q4	$429K	Buy	+15,014	New	+$417K	0.03%	404
2023 Q3	–	Sell	-10,420	Closed	-$295K	–	800
2023 Q2	$295K	Sell	10,420 -4,500	-30%	-$129K	0.01%	653
2023 Q1	$432K	Sell	14,920 -310	-2%	-$8.87K	0.02%	509
2022 Q4	$430K	Sell	15,230 -14,530	-49%	-$410K	0.02%	475
2022 Q3	$837K	Buy	29,760 +19,142	+180%	+$560K	0.05%	292
2022 Q2	$313K	Buy	+10,618	New	+$314K	0.02%	543

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFG

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth's SPTI Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026: 10,392 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in SPTI as recently as Q1 2024.

CreativeOne Wealth first reported a position in SPTI in Q2 2022 and has held it in 8 quarters since. The position peaked at $837K in Q3 2022. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

CreativeOne Wealth held 10,392 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $298K as of Q1 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new CreativeOne Wealth position in Q1 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #980 holding.
CreativeOne Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 8 quarters since.
CreativeOne Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $837K in Q3 2022.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.