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Fourth Dimension Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Fourth Dimension 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 		$7.28M Sell
256,318
-71,239
-22% -$2.03M 2.3% 9
2026
Q1 		$9.39M Buy
327,557
+8,466
+3% +$244K 3.56% 5
2025
Q4 		$9.2M Buy
319,091
+5,246
+2% +$152K 3.36% 6
2025
Q3 		$9.07M Buy
313,845
+22,742
+8% +$653K 3.46% 5
2025
Q2 		$8.38M Buy
291,103
+34,068
+13% +$970K 3.54% 5
2025
Q1 		$7.35M Buy
257,035
+77,559
+43% +$2.18M 3.55% 6
2024
Q4 		$5.01M Buy
+179,476
New +$5.07M 2.61% 11

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

Fourth Dimension Wealth's SPTI Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 22% in Q2 2026, selling an estimated $2.03M and leaving 256,318 shares worth $7.28M. The position accounts for 2.3% of the portfolio, ranked #9.

Fourth Dimension Wealth first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.39M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Fourth Dimension Wealth held 256,318 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.28M as of Q2 2026.
  • Fourth Dimension Wealth sold 71,239 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.03M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.3% of Fourth Dimension Wealth's portfolio in Q2 2026, its #9 holding.
  • Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9.39M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.