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

Founders Financial Alliance’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	$21.2K	Buy	747 +634	+561%	+$18K	﹤0.01%	632
2026 Q1	$3.24K	Hold	113	–	–	﹤0.01%	696
2025 Q4	$3.26K	Hold	113	–	–	﹤0.01%	567
2025 Q3	$3.27K	Hold	113	–	–	﹤0.01%	667
2025 Q2	$3.25K	Hold	113	–	–	﹤0.01%	508
2025 Q1	$3.23K	Hold	113	–	–	﹤0.01%	575
2024 Q4	$3.15K	Hold	113	–	–	﹤0.01%	535
2024 Q3	$3.28K	Hold	113	–	–	﹤0.01%	546
2024 Q2	$3.17K	Hold	113	–	–	﹤0.01%	527
2024 Q1	$3.18K	Buy	+113	New	+$3.19K	﹤0.01%	528
2023 Q3	–	Sell	-1,032	Closed	-$29.2K	–	512
2023 Q2	$29.2K	Buy	+1,032	New	+$29.7K	0.01%	385
2021 Q2	–	Sell	-316	Closed	-$10K	–	491
2021 Q1	$10K	Buy	+316	New	+$10.3K	﹤0.01%	404

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Founders Financial Alliance's SPTI Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 561% in Q2 2026, buying an estimated $18K and bringing the position to 747 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Founders Financial Alliance first reported a position in SPTI in Q1 2021 and has held it in 12 quarters since. The position peaked at $29.2K in Q2 2023. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Founders Financial Alliance held 747 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $21.2K as of Q2 2026.
Founders Financial Alliance bought 634 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $18K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #632 holding.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2021 and has held it in 12 quarters since.
Founders Financial Alliance's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $29.2K in Q2 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.