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Global Wealth Strategies & Associates’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-47
Closed -$1.35K – 410
2026
Q1 		$1.35K Buy
+47
New +$1.35K ﹤0.01% 456
2024
Q2 		– Sell
-54
Closed -$1.52K – 365
2024
Q1 		$1.52K Buy
+54
New +$1.52K ﹤0.01% 292

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

Global Wealth Strategies & Associates's SPTI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 47 shares — an estimated $1.35K sold.

Global Wealth Strategies & Associates first reported a position in SPTI in Q1 2024 and held it in 2 quarters. The position peaked at $1.52K in Q1 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 47 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.35K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.52K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.