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Equita Financial Network’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Equita Financial Network’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 		$13M Buy
457,795
+21,977
+5% +$625K 3.61% 9
2026
Q1 		$12.5M Sell
435,818
-9,335
-2% -$269K 3.93% 9
2025
Q4 		$12.8M Buy
445,153
+56,212
+14% +$1.63M 3.87% 8
2025
Q3 		$11.2M Buy
388,941
+42,869
+12% +$1.23M 3.8% 8
2025
Q2 		$9.96M Sell
346,072
-5,649
-2% -$161K 3.96% 7
2025
Q1 		$10.1M Buy
351,721
+36,206
+11% +$1.02M 3.51% 7
2024
Q4 		$8.8M Buy
315,515
+21,270
+7% +$601K 3.18% 7
2024
Q3 		$8.55M Buy
294,245
+31,854
+12% +$914K 3.12% 7
2024
Q2 		$7.35M Buy
262,391
+31,125
+13% +$866K 3.07% 10
2024
Q1 		$6.52M Buy
231,266
+60,509
+35% +$1.71M 2.93% 13
2023
Q4 		$4.88M Sell
170,757
-5,288
-3% -$147K 2.6% 17
2023
Q3 		$4.85M Buy
+176,045
New +$4.92M 2.98% 15

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

Equita Financial Network's SPTI Position: Q2 2026 in Review

Equita Financial Network increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 5% in Q2 2026, buying an estimated $625K and bringing the position to 457,795 shares worth $13M. The position accounts for 3.61% of the portfolio, ranked #9.

Equita Financial Network first reported a position in SPTI in Q3 2023 and has held it in 12 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Equita Financial Network held 457,795 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $13M as of Q2 2026.
  • Equita Financial Network bought 21,977 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $625K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 3.61% of Equita Financial Network's portfolio in Q2 2026, its #9 holding.
  • Equita Financial Network first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.