Joule Financial
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Joule Financial’s State Street SPDR Portfolio Intermediate Term Treasury Index 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

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Municipal Employees' Retirement System of Michigan
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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 Index ETF (SPTI) in Q2 2026: 15,978 shares worth $454K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings.

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

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