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

Financial Consulate’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 		$31.5K Hold
1,110
– – ﹤0.01% 431
2026
Q1 		$31.8K Hold
1,110
– – ﹤0.01% 401
2025
Q4 		$32K Sell
1,110
-207
-16% -$5.99K ﹤0.01% 389
2025
Q3 		$38.1K Buy
+1,317
New +$37.8K 0.01% 351
2023
Q1 		– Sell
-12,390
Closed -$350K – 141
2022
Q4 		$350K Sell
12,390
-550
-4% -$15.5K 0.12% 99
2022
Q3 		$364K Sell
12,940
-2,531
-16% -$74K 0.15% 75
2022
Q2 		$456K Sell
15,471
-997
-6% -$29.4K 0.21% 70
2022
Q1 		$499K Sell
16,468
-6,737
-29% -$210K 0.19% 67
2021
Q4 		$744K Sell
23,205
-551
-2% -$17.7K 0.26% 50
2021
Q3 		$768K Sell
23,756
-838
-3% -$27.3K 0.28% 45
2021
Q2 		$796K Buy
24,594
+24
+0.1% +$776 0.29% 45
2021
Q1 		$788K Buy
24,570
+2,787
+13% +$90.9K 0.32% 43
2020
Q4 		$720K Buy
21,783
+870
+4% +$28.8K 0.31% 41
2020
Q3 		$695K Sell
20,913
-1,443
-6% -$48K 0.33% 41
2020
Q2 		$743K Sell
22,356
-1,013
-4% -$33.5K 0.38% 36
2020
Q1 		$774K Sell
23,369
-2,870
-11% -$91.4K 0.46% 37
2019
Q4 		$812K Buy
26,239
+8,175
+45% +$254K 0.36% 42
2019
Q3 		$565K Buy
+18,064
New +$562K 0.25% 59

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

Financial Consulate's SPTI Position: Q2 2026 in Review

Financial Consulate held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 1,110 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Financial Consulate first reported a position in SPTI in Q3 2019 and has held it in 18 quarters since. The position peaked at $812K in Q4 2019. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Financial Consulate held 1,110 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $31.5K as of Q2 2026.
  • Financial Consulate left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #431 holding.
  • Financial Consulate first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2019 and has held it in 18 quarters since.
  • Financial Consulate's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $812K in Q4 2019.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.