Diversify Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Diversify Advisory Services’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	$427K	Buy	+15,187	New	+$432K	0.01%	919
2026 Q1	–	Sell	-15,620	Closed	-$449K	–	770
2025 Q4	$449K	Sell	15,620 -428	-3%	-$12.4K	0.01%	627
2025 Q3	$463K	Sell	16,048 -253	-2%	-$7.27K	0.02%	585
2025 Q2	$468K	Buy	16,301 +141	+0.9%	+$4.02K	0.02%	560
2025 Q1	$465K	Buy	16,160 +279	+2%	+$7.85K	0.03%	371
2024 Q4	$439K	Sell	15,881 -854	-5%	-$24.1K	0.02%	384
2024 Q3	$476K	Buy	+16,735	New	+$480K	0.03%	388

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

Diversify Advisory Services's SPTI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 15,187 shares worth $427K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPTI as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $476K in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Diversify Advisory Services held 15,187 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $427K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #919 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Diversify Advisory Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $476K in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.