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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return