Focus Partners Wealth
SPTI icon

Focus Partners Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Focus Partners Wealth’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 		$208K Buy
+7,331
New +$208K ﹤0.01% 2490
2026
Q1 		– Sell
-7,674
Closed -$221K – 2824
2025
Q4 		$221K Buy
+7,674
New +$222K ﹤0.01% 2397
2025
Q3 		– Sell
-9,511
Closed -$274K – 2303
2025
Q2 		$274K Buy
9,511
+546
+6% +$15.6K ﹤0.01% 1723
2025
Q1 		$256K Sell
8,965
-2,641
-23% -$74.3K ﹤0.01% 1649
2024
Q4 		$324K Buy
+11,606
New +$328K ﹤0.01% 1514

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

Focus Partners Wealth's SPTI Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 7,331 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2490 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in SPTI as recently as Q4 2025.

Focus Partners Wealth first reported a position in SPTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $324K in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Focus Partners Wealth held 7,331 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $208K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Focus Partners Wealth position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2490 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • Focus Partners Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $324K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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