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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

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

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. 409 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.
  • 409 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.