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 Q2	$313K	Buy	11,037 +645	+6%	+$18.3K	0.01%	969
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 $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CreativeOne Wealth's SPTI Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 11,037 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #969.

CreativeOne Wealth first reported a position in SPTI in Q2 2022 and has held it in 9 quarters since. The position peaked at $837K in Q3 2022. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

CreativeOne Wealth held 11,037 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $313K as of Q2 2026.
CreativeOne Wealth bought 645 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $18.3K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #969 holding.
CreativeOne Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 9 quarters since.
CreativeOne Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $837K in Q3 2022.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.