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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Leicht Financial Planning & Wealth Management’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 		$28.9M Buy
1,018,891
+78,248
+8% +$2.23M 11.85% 3
2026
Q1 		$27M Buy
940,643
+595
+0.1% +$17.2K 12.23% 3
2025
Q4 		$27.1M Buy
940,048
+79,381
+9% +$2.3M 12.12% 3
2025
Q3 		$24.9M Sell
860,667
-9,120
-1% -$262K 11.21% 3
2025
Q2 		$25M Sell
869,787
-6,465
-0.7% -$184K 11.89% 3
2025
Q1 		$25M Buy
876,252
+43,289
+5% +$1.22M 13.1% 2
2024
Q4 		$23.2M Buy
832,963
+5,120
+0.6% +$145K 11.88% 2
2024
Q3 		$24.1M Sell
827,843
-5,662
-0.7% -$163K 12.11% 2
2024
Q2 		$23.4M Buy
833,505
+31,839
+4% +$886K 12.44% 2
2024
Q1 		$22.6M Buy
801,666
+82,028
+11% +$2.32M 12.38% 2
2023
Q4 		$20.6M Sell
719,638
-40,639
-5% -$1.13M 11.79% 2
2023
Q3 		$20.9M Buy
760,277
+19,308
+3% +$540K 12.92% 2
2023
Q2 		$21M Buy
740,969
+94,230
+15% +$2.71M 12.66% 2
2023
Q1 		$18.7M Buy
646,739
+468,999
+264% +$13.4M 11.52% 3
2022
Q4 		$5.02M Buy
177,740
+2,077
+1% +$58.6K 3.37% 14
2022
Q3 		$4.94M Sell
175,663
-6,525
-4% -$191K 3.53% 13
2022
Q2 		$5.37M Sell
182,188
-4,248
-2% -$125K 3.63% 14
2022
Q1 		$5.65M Buy
186,436
+2,588
+1% +$80.7K 3.36% 15
2021
Q4 		$5.89M Sell
183,848
-115,638
-39% -$3.71M 3.36% 13
2021
Q3 		$9.75M Buy
299,486
+11,170
+4% +$364K 5.86% 6
2021
Q2 		$9.4M Buy
288,316
+2,611
+0.9% +$84.4K 5.71% 4
2021
Q1 		$9.16M Buy
285,705
+15,569
+6% +$508K 5.93% 5
2020
Q4 		$8.93M Sell
270,136
-14,892
-5% -$492K 6.05% 6
2020
Q3 		$9.47M Sell
285,028
-16,596
-6% -$552K 7.03% 7
2020
Q2 		$10M Sell
301,624
-294,735
-49% -$9.76M 7.95% 5
2020
Q1 		$19.8M Buy
596,359
+509,197
+584% +$16.2M 19.1% 1
2019
Q4 		$2.7M Buy
+87,162
New +$2.71M 2.45% 10

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

Leicht Financial Planning & Wealth Management's SPTI Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 8.3% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,018,891 shares worth $28.9M. The position accounts for 11.85% of the portfolio, ranked #3.

Leicht Financial Planning & Wealth Management first reported a position in SPTI in Q4 2019 and has held it in 27 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Leicht Financial Planning & Wealth Management held 1,018,891 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $28.9M as of Q2 2026.
  • Leicht Financial Planning & Wealth Management bought 78,248 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $2.23M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 11.85% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.