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

Larson Financial Group’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 		$39.9K Sell
1,405
-208
-13% -$5.92K ﹤0.01% 1625
2026
Q1 		$46.2K Buy
1,613
+8
+0.5% +$231 ﹤0.01% 1400
2025
Q4 		$46.3K Buy
1,605
+15
+0.9% +$434 ﹤0.01% 1268
2025
Q3 		$46K Sell
1,590
-579
-27% -$16.6K ﹤0.01% 1195
2025
Q2 		$62.4K Buy
2,169
+17
+0.8% +$484 ﹤0.01% 993
2025
Q1 		$61.5K Buy
2,152
+11
+0.5% +$310 ﹤0.01% 941
2024
Q4 		$59.7K Buy
2,141
+22
+1% +$622 ﹤0.01% 850
2024
Q3 		$61.6K Sell
2,119
-8
-0.4% -$230 ﹤0.01% 846
2024
Q2 		$59.6K Buy
2,127
+2,114
+16,262% +$58.8K ﹤0.01% 766
2024
Q1 		$366 Hold
13
– – ﹤0.01% 1585
2023
Q4 		$371 Sell
13
-8
-38% -$222 ﹤0.01% 1597
2023
Q3 		$578 Hold
21
– – ﹤0.01% 1562
2023
Q2 		$594 Hold
21
– – ﹤0.01% 1423
2023
Q1 		$608 Buy
21
+2
+11% +$57 ﹤0.01% 1396
2022
Q4 		$537 Buy
+19
New +$536 ﹤0.01% 1364
2022
Q1 		– Sell
-20
Closed -$1K – 1157
2021
Q4 		$1K Buy
+20
New +$642 ﹤0.01% 1042
2020
Q4 		– Sell
-40
Closed -$1K – 841
2020
Q3 		$1K Buy
+40
New +$1.33K ﹤0.01% 689

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

Larson Financial Group's SPTI Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 13% in Q2 2026, selling an estimated $5.92K and leaving 1,405 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Larson Financial Group first reported a position in SPTI in Q3 2020 and has held it in 17 quarters since. The position peaked at $62.4K in Q2 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Larson Financial Group held 1,405 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $39.9K as of Q2 2026.
  • Larson Financial Group sold 208 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.92K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1625 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2020 and has held it in 17 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $62.4K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.