Golden State Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Golden State Wealth 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 Q1	$905K	Sell	31,563 -15,313	-33%	-$441K	0.1%	165
2025 Q4	$1.35M	Buy	46,876 +8,145	+21%	+$236K	0.14%	121
2025 Q3	$1.12M	Buy	38,731 +5,576	+17%	+$160K	0.12%	136
2025 Q2	$954K	Sell	33,155 -2,292	-6%	-$65.3K	0.12%	148
2025 Q1	$1.01M	Sell	35,447 -6,087	-15%	-$171K	0.15%	118
2024 Q4	$1.16M	Buy	+41,534	New	+$1.17M	0.17%	101
2020 Q4	–	Sell	-3,045	Closed	-$101K	–	399
2020 Q3	$101K	Buy	+3,045	New	+$101K	0.03%	259
2020 Q2	–	Sell	-142	Closed	-$5K	–	800
2020 Q1	$5K	Buy	+142	New	+$4.52K	﹤0.01%	752

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden State Wealth Management's SPTI Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 33% in Q1 2026, selling an estimated $441K and leaving 31,563 shares worth $905K. The position accounts for 0.1% of the portfolio, ranked #165.

Golden State Wealth Management first reported a position in SPTI in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Golden State Wealth Management held 31,563 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $905K as of Q1 2026.
Golden State Wealth Management sold 15,313 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $441K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.1% of Golden State Wealth Management's portfolio in Q1 2026, its #165 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 8 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.35M in Q4 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.