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

EP Wealth Advisors’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 		$104K Buy
+3,649
New +$104K ﹤0.01% 1663

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

EP Wealth Advisors's SPTI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 3,649 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • EP Wealth Advisors held 3,649 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $104K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new EP Wealth Advisors position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1663 holding.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.