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

IHT 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
Q2 		$41.6M Buy
1,464,466
+673,875
+85% +$19.2M 0.88% 20
2026
Q1 		$22.7M Buy
790,591
+717,105
+976% +$20.7M 0.53% 35
2025
Q4 		$2.12M Buy
73,486
+44,103
+150% +$1.28M 0.05% 328
2025
Q3 		$849K Buy
29,383
+872
+3% +$25.1K 0.02% 581
2025
Q2 		$820K Buy
28,511
+16,499
+137% +$470K 0.02% 554
2025
Q1 		$343K Sell
12,012
-1,765
-13% -$49.7K 0.01% 803
2024
Q4 		$384K Sell
13,777
-266,647
-95% -$7.54M 0.01% 772
2024
Q3 		$8.15M Buy
280,424
+36,892
+15% +$1.06M 0.23% 87
2024
Q2 		$6.82M Buy
243,532
+15,423
+7% +$429K 0.25% 78
2024
Q1 		$6.43M Buy
228,109
+13,508
+6% +$381K 0.26% 79
2023
Q4 		$6.13M Buy
214,601
+193,185
+902% +$5.36M 0.27% 82
2023
Q3 		$590K Buy
+21,416
New +$599K 0.03% 504
2023
Q2 		– Sell
-28,318
Closed -$820K – 1017
2023
Q1 		$820K Buy
+28,318
New +$810K 0.05% 350
2021
Q3 		– Sell
-6,801
Closed -$220K – 956
2021
Q2 		$220K Buy
+6,801
New +$220K 0.01% 834
2018
Q2 		– Sell
-810
Closed -$24K – 1219
2018
Q1 		$24K Hold
810
– – 0.01% 917
2017
Q4 		$24K Sell
810
-510
-39% -$15.2K 0.01% 935
2017
Q3 		$40K Sell
1,320
-2,010
-60% -$60.5K 0.02% 585
2017
Q2 		$17K Hold
3,330
– – 0.01% 825
2017
Q1 		$44K Buy
3,330
+332
+11% +$9.91K 0.03% 450
2016
Q4 		$89K Buy
+2,998
New +$90.4K 0.07% 288

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

IHT Wealth Management's SPTI Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 85% in Q2 2026, buying an estimated $19.2M and bringing the position to 1,464,466 shares worth $41.6M. The position accounts for 0.88% of the portfolio, ranked #20.

IHT Wealth Management first reported a position in SPTI in Q4 2016 and has held it in 20 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • IHT Wealth Management held 1,464,466 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $41.6M as of Q2 2026.
  • IHT Wealth Management bought 673,875 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $19.2M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.88% of IHT Wealth Management's portfolio in Q2 2026, its #20 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2016 and has held it in 20 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.