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Integrity Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Integrity Wealth Advisors’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
Q1 		$4.51M Buy
157,420
+14,453
+10% +$417K 2.69% 11
2025
Q4 		$4.12M Sell
142,967
-355,218
-71% -$10.3M 2.81% 9
2025
Q3 		$14.4M Buy
498,185
+237,614
+91% +$6.83M 5.15% 7
2025
Q2 		$7.5M Sell
260,571
-17,358
-6% -$494K 5.24% 6
2025
Q1 		$7.94M Sell
277,929
-19,065
-6% -$537K 5.82% 6
2024
Q4 		$8.28M Buy
+296,994
New +$8.4M 6.03% 6

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrity Wealth Advisors's SPTI Position: Q1 2026 in Review

Integrity Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 10% in Q1 2026, buying an estimated $417K and bringing the position to 157,420 shares worth $4.51M. The position accounts for 2.69% of the portfolio, ranked #11.

Integrity Wealth Advisors first reported a position in SPTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4M in Q3 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Integrity Wealth Advisors held 157,420 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $4.51M as of Q1 2026.
  • Integrity Wealth Advisors bought 14,453 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $417K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 2.69% of Integrity Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Integrity Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.4M in Q3 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.