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GenWealth Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

GenWealth Group’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 		$1.88M Buy
66,112
+5,592
+9% +$159K 0.29% 37
2026
Q1 		$1.73M Buy
60,520
+11,753
+24% +$339K 0.3% 34
2025
Q4 		$1.41M Hold
48,767
– – 0.24% 42
2025
Q3 		$1.41M Hold
48,767
– – 0.26% 39
2025
Q2 		$1.4M Sell
48,767
-1,895
-4% -$54K 0.28% 39
2025
Q1 		$1.45M Sell
50,662
-143
-0.3% -$4.02K 0.32% 36
2024
Q4 		$1.42M Sell
50,805
-14,481
-22% -$409K 0.32% 37
2024
Q3 		$1.9M Buy
65,286
+304
+0.5% +$8.73K 0.44% 34
2024
Q2 		$1.82M Buy
64,982
+3,898
+6% +$108K 0.45% 34
2024
Q1 		$1.72M Buy
61,084
+12,378
+25% +$350K 0.43% 34
2023
Q4 		$1.39M Sell
48,706
-5,616
-10% -$156K 0.38% 35
2023
Q3 		$1.5M Buy
54,322
+12,932
+31% +$361K 0.45% 34
2023
Q2 		$1.17M Buy
41,390
+545
+1% +$15.7K 0.34% 36
2023
Q1 		$1.18M Sell
40,845
-13,890
-25% -$397K 0.36% 36
2022
Q4 		$1.55M Buy
54,735
+5,759
+12% +$162K 0.51% 33
2022
Q3 		$1.38M Sell
48,976
-500
-1% -$14.6K 0.47% 28
2022
Q2 		$1.46M Sell
49,476
-6,664
-12% -$197K 0.47% 24
2022
Q1 		$1.7M Buy
56,140
+15,987
+40% +$498K 0.47% 29
2021
Q4 		$1.29M Buy
40,153
+7,390
+23% +$237K 0.35% 32
2021
Q3 		$1.06M Buy
32,763
+385
+1% +$12.6K 0.31% 31
2021
Q2 		$1.05M Buy
32,378
+5,538
+21% +$179K 0.31% 31
2021
Q1 		$861K Buy
26,840
+18,164
+209% +$592K 0.27% 32
2020
Q4 		$287K Hold
8,676
– – 0.1% 58
2020
Q3 		$287K Hold
8,676
– – 0.1% 56
2020
Q2 		$288K Hold
8,676
– – 0.11% 59
2020
Q1 		$287K Sell
8,676
-1,611
-16% -$51.3K 0.13% 49
2019
Q4 		$318K Sell
10,287
-3,679
-26% -$114K 0.12% 55
2019
Q3 		$436K Buy
13,966
+2,188
+19% +$68.1K 0.18% 48
2019
Q2 		$363K Hold
11,778
– – 0.15% 50
2019
Q1 		$353K Hold
11,778
– – 0.16% 47
2018
Q4 		$350K Hold
11,778
– – 0.17% 42
2018
Q3 		$342K Hold
11,778
– – 0.16% 47
2018
Q2 		$345K Buy
+11,778
New +$344K 0.17% 47

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

GenWealth Group's SPTI Position: Q2 2026 in Review

GenWealth Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 9.2% in Q2 2026, buying an estimated $159K and bringing the position to 66,112 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #37.

GenWealth Group first reported a position in SPTI in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.9M in Q3 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • GenWealth Group held 66,112 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.88M as of Q2 2026.
  • GenWealth Group bought 5,592 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.29% of GenWealth Group's portfolio in Q2 2026, its #37 holding.
  • GenWealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and has held it in 33 quarters since.
  • GenWealth Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.9M in Q3 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.