BFC Planning, Inc.’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

BFC Planning, Inc.’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	$83.4K	Sell	2,938 -1,803	-38%	-$51.3K	﹤0.01%	1310
2026 Q1	$136K	Buy	4,741 +11	+0.2%	+$317	0.01%	1009
2025 Q4	$136K	Buy	4,730 +207	+5%	+$5.99K	0.01%	1016
2025 Q3	$131K	Buy	4,523 +270	+6%	+$7.76K	0.01%	823
2025 Q2	$122K	Buy	4,253 +107	+3%	+$3.05K	0.01%	804
2025 Q1	$118K	Sell	4,146 -1,684	-29%	-$47.4K	0.01%	802
2024 Q4	$163K	Buy	+5,830	New	+$165K	0.01%	693

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

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

BFC Planning, Inc.'s SPTI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 38% in Q2 2026, selling an estimated $51.3K and leaving 2,938 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

BFC Planning, Inc. first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2024. 413 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

BFC Planning, Inc. held 2,938 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $83.4K as of Q2 2026.
BFC Planning, Inc. sold 1,803 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q2 2026, an estimated $51.3K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1310 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $163K in Q4 2024.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.