GWP
SPTI icon

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

Gateway 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 		$4.66M Sell
164,225
-112,349
-41% -$3.2M 0.28% 96
2026
Q1 		$7.93M Buy
276,574
+168,457
+156% +$4.86M 0.31% 93
2025
Q4 		$3.12M Sell
108,117
-66,426
-38% -$1.92M 0.35% 78
2025
Q3 		$5.04M Buy
174,543
+26,174
+18% +$752K 0.68% 44
2025
Q2 		$4.27M Buy
148,369
+20,881
+16% +$595K 0.81% 33
2025
Q1 		$3.64M Buy
127,488
+39,434
+45% +$1.11M 0.82% 32
2024
Q4 		$2.45M Buy
88,054
+23,436
+36% +$662K 0.64% 43
2024
Q3 		$1.88M Buy
64,618
+6,211
+11% +$178K 0.52% 51
2024
Q2 		$1.64M Buy
58,407
+6,948
+14% +$193K 0.49% 53
2024
Q1 		$1.45M Buy
51,459
+4,806
+10% +$136K 0.52% 55
2023
Q4 		$1.33M Buy
46,653
+4,884
+12% +$136K 0.54% 46
2023
Q3 		$1.15M Buy
41,769
+7,657
+22% +$214K 0.21% 79
2023
Q2 		$965K Buy
34,112
+11,626
+52% +$334K 0.17% 86
2023
Q1 		$651K Buy
+22,486
New +$643K 0.1% 98

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

Gateway Wealth Partners's SPTI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 41% in Q2 2026, selling an estimated $3.2M and leaving 164,225 shares worth $4.66M. The position accounts for 0.28% of the portfolio, ranked #96.

Gateway Wealth Partners first reported a position in SPTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.93M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Gateway Wealth Partners held 164,225 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $4.66M as of Q2 2026.
  • Gateway Wealth Partners sold 112,349 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $3.2M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.28% of Gateway Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Gateway Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.93M 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.