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Impact Partnership Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Impact Partnership 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 		$17.4M Sell
612,393
-256,190
-29% -$7.29M 1.69% 13
2026
Q1 		$24.9M Buy
868,583
+54,167
+7% +$1.56M 3.07% 8
2025
Q4 		$23.5M Buy
814,416
+374,399
+85% +$10.8M 3.01% 8
2025
Q3 		$12.7M Sell
440,017
-173,094
-28% -$4.97M 1.89% 13
2025
Q2 		$17.6M Buy
613,111
+283,159
+86% +$8.06M 3.25% 9
2025
Q1 		$9.43M Buy
329,952
+26,225
+9% +$738K 2.01% 14
2024
Q4 		$8.47M Sell
303,727
-105,628
-26% -$2.99M 1.71% 14
2024
Q3 		$11.9M Buy
409,355
+168,157
+70% +$4.83M 2.68% 10
2024
Q2 		$6.76M Buy
241,198
+122,679
+104% +$3.41M 1.78% 13
2024
Q1 		$3.34M Sell
118,519
-101,262
-46% -$2.86M 1.32% 13
2023
Q4 		$6.28M Buy
219,781
+153,268
+230% +$4.25M 2.29% 10
2023
Q3 		$1.83M Buy
66,513
+63,523
+2,125% +$1.78M 0.57% 22
2023
Q2 		$84.6K Buy
+2,990
New +$86K 0.03% 206

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

Impact Partnership Wealth's SPTI Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 29% in Q2 2026, selling an estimated $7.29M and leaving 612,393 shares worth $17.4M. The position accounts for 1.69% of the portfolio, ranked #13.

Impact Partnership Wealth first reported a position in SPTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.9M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Impact Partnership Wealth held 612,393 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $17.4M as of Q2 2026.
  • Impact Partnership Wealth sold 256,190 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $7.29M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.69% of Impact Partnership Wealth's portfolio in Q2 2026, its #13 holding.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Impact Partnership Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $24.9M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.