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

Diversify Wealth Management’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
+182
+1% +$5.18K 0.01% 919
2026
Q1 		$428K Buy
+15,005
New +$433K 0.01% 854

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 22.9% 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

Diversify Wealth Management's SPTI Position: Q2 2026 in Review

Diversify Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.2% in Q2 2026, buying an estimated $5.18K and bringing the position to 15,187 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #919.

Diversify Wealth Management first reported a position in SPTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $428K in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Diversify Wealth Management held 15,187 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $427K as of Q2 2026.
  • Diversify Wealth Management bought 182 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.18K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #919 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $428K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.