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

Founders Grove Wealth Partners’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 		$731K Buy
+25,761
New +$733K 0.15% 94
2025
Q4 		– Sell
-10,871
Closed -$314K – 155
2025
Q3 		$314K Sell
10,871
-5,201
-32% -$149K 0.07% 116
2025
Q2 		$462K Sell
16,072
-22,943
-59% -$653K 0.12% 94
2025
Q1 		$1.12M Sell
39,015
-18,959
-33% -$534K 0.31% 65
2024
Q4 		$1.62M Buy
+57,974
New +$1.64M 0.47% 52

Other funds holding SPTI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Founders Grove Wealth Partners's SPTI Position: Q2 2026 in Review

Founders Grove Wealth Partners opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 25,761 shares worth $731K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings. This is a return to the name: Founders Grove Wealth Partners previously reported a position in SPTI as recently as Q3 2025.

Founders Grove Wealth Partners first reported a position in SPTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2024. 89 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Founders Grove Wealth Partners held 25,761 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $731K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Founders Grove Wealth Partners position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.15% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Founders Grove Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • Founders Grove Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.62M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.