GeoWealth Management’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

GeoWealth Management’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 Q3	$285K	Buy	10,442 +465	+5%	+$13K	0.01%	693
2026 Q2	$283K	Buy	+9,977	New	+$284K	0.01%	679
2026 Q1	–	Sell	-9,610	Closed	-$277K	–	900
2025 Q4	$277K	Sell	9,610 -3,789	-28%	-$110K	0.01%	587
2025 Q3	$387K	Buy	13,399 +3,907	+41%	+$112K	0.01%	510
2025 Q2	$273K	Buy	9,492 +2,721	+40%	+$77.5K	0.01%	568
2025 Q1	$194K	Buy	6,771 +2,803	+71%	+$78.9K	0.01%	669
2024 Q4	$111K	Sell	3,968 -532	-12%	-$15K	﹤0.01%	938
2024 Q3	$131K	Sell	4,500 -7,200	-62%	-$207K	﹤0.01%	830
2024 Q2	$328K	Sell	11,700 -30,124	-72%	-$838K	0.01%	554
2024 Q1	$1.18M	Sell	41,824 -53,981	-56%	-$1.52M	0.05%	264
2023 Q4	$2.74M	Buy	95,805 +71,285	+291%	+$1.98M	0.23%	95
2023 Q3	$676K	Buy	24,520 +3,236	+15%	+$90.4K	0.08%	177
2023 Q2	$602K	Sell	21,284 -5,048	-19%	-$145K	0.07%	157
2023 Q1	$762K	Buy	26,332 +732	+3%	+$20.9K	0.09%	110
2022 Q4	$722K	Sell	25,600 -16,440	-39%	-$464K	0.08%	129
2022 Q3	$1.18M	Buy	42,040 +30,482	+264%	+$892K	0.13%	107
2022 Q2	$341K	Buy	+11,558	New	+$341K	0.05%	197
2020 Q2	–	Sell	-6,695	Closed	-$222K	–	163
2020 Q1	$222K	Buy	+6,695	New	+$213K	0.16%	86
2019 Q4	–	Sell	-6,670	Closed	-$208K	–	200
2019 Q3	$208K	Buy	+6,670	New	+$208K	0.05%	201

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 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

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

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

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

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

GeoWealth Management's SPTI Position: Q3 2026 in Review

GeoWealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 4.7% in Q3 2026, buying an estimated $13K and bringing the position to 10,442 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #693.

GeoWealth Management first reported a position in SPTI in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.74M in Q4 2023. 328 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

GeoWealth Management held 10,442 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $285K as of Q3 2026.
GeoWealth Management bought 465 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $13K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #693 holding.
GeoWealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q3 2019 and has held it in 19 quarters since.
GeoWealth Management's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $2.74M in Q4 2023.
328 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.