HIW
SPTI icon

Holos Integrated Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Holos Integrated Wealth’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
-52
Closed -$1.49K – 410
2026
Q1 		$1.49K Buy
+52
New +$1.5K ﹤0.01% 352

Other funds holding SPTI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Holos Integrated Wealth's SPTI Position: Q2 2026 in Review

Holos Integrated Wealth sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 52 shares — an estimated $1.49K sold.

Holos Integrated Wealth first reported a position in SPTI in Q1 2026 and held it in 1 quarter. The position peaked at $1.49K in Q1 2026. 106 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Holos Integrated Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 52 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.49K.
  • Holos Integrated Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.49K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.