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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-201
Closed -$5.76K – 847
2026
Q1 		$5.76K Buy
201
+168
+509% +$4.84K ﹤0.01% 589
2025
Q4 		$952 Hold
33
– – ﹤0.01% 752
2025
Q3 		$954 Hold
33
– – ﹤0.01% 627
2025
Q2 		$950 Hold
33
– – ﹤0.01% 599
2025
Q1 		$944 Hold
33
– – ﹤0.01% 646
2024
Q4 		$925 Buy
33
+11
+50% +$311 ﹤0.01% 601
2024
Q3 		$617 Buy
+22
New +$632 ﹤0.01% 590

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 22.9% 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

Legacy Wealth Management (Idaho)'s SPTI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 201 shares — an estimated $5.76K sold.

Legacy Wealth Management (Idaho) first reported a position in SPTI in Q3 2024 and held it in 7 quarters. The position peaked at $5.76K in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 201 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.76K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.76K 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.