FIA
SPTI icon

Foundations Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Foundations Investment 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 		$234K Buy
+8,259
New +$235K ﹤0.01% 1074
2020
Q2 		– Sell
-11,100
Closed -$368K – 176
2020
Q1 		$368K Buy
+11,100
New +$353K 0.04% 79

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

Foundations Investment Advisors's SPTI Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 8,259 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in SPTI as recently as Q1 2020.

Foundations Investment Advisors first reported a position in SPTI in Q1 2020 and has held it in 2 quarters since. The position peaked at $368K in Q1 2020. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Foundations Investment Advisors held 8,259 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $234K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Foundations Investment Advisors position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1074 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 2 quarters since.
  • Foundations Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $368K in Q1 2020.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.