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

Higgins & Schmidt Wealth Strategies’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	$11.5M	Buy	405,964 +31,149	+8%	+$886K	4.76%	6
2026 Q1	$10.7M	Buy	374,815 +51,028	+16%	+$1.47M	4.91%	6
2025 Q4	$9.34M	Buy	323,787 +18,321	+6%	+$530K	4.42%	6
2025 Q3	$8.83M	Buy	305,466 +19,998	+7%	+$575K	4.46%	6
2025 Q2	$8.21M	Buy	285,468 +63,858	+29%	+$1.82M	4.55%	6
2025 Q1	$6.33M	Buy	221,610 +12,640	+6%	+$356K	3.74%	9
2024 Q4	$5.83M	Buy	+208,970	New	+$5.91M	3.63%	8

Other funds holding SPTI

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MFG

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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Higgins & Schmidt Wealth Strategies's SPTI Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 8.3% in Q2 2026, buying an estimated $886K and bringing the position to 405,964 shares worth $11.5M. The position accounts for 4.76% of the portfolio, ranked #6.

Higgins & Schmidt Wealth Strategies first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 405,964 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $11.5M as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 31,149 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $886K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 4.76% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #6 holding.
Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.