Joule Financial’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Joule Financial’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	$454K	Buy	+15,978	New	+$454K	0.12%	66

Other funds holding SPTI

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Joule Financial's SPTI Position: Q2 2026 in Review

Joule Financial opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 15,978 shares worth $454K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings.

106 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Joule Financial held 15,978 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $454K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Joule Financial position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.12% of Joule Financial's portfolio in Q2 2026, its #66 holding.
106 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.