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Libra Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Libra Wealth’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 		$2.96M Hold
104,269
– – 0.76% 20
2026
Q1 		$2.99M Hold
104,269
– – 0.84% 20
2025
Q4 		$3.01M Hold
104,269
– – 0.84% 20
2025
Q3 		$3.01M Sell
104,269
-1,076
-1% -$30.9K 0.9% 19
2025
Q2 		$3.03M Sell
105,345
-3,036
-3% -$86.5K 0.99% 19
2025
Q1 		$3.1M Sell
108,381
-1,965
-2% -$55.3K 1.16% 18
2024
Q4 		$3.08M Sell
110,346
-250
-0.2% -$7.07K 1.2% 18
2024
Q3 		$3.21M Sell
110,596
-18
-0% -$517 1.28% 18
2024
Q2 		$3.1M Sell
110,614
-467
-0.4% -$13K 1.34% 18
2024
Q1 		$3.13M Sell
111,081
-4,495
-4% -$127K 1.37% 17
2023
Q4 		$3.3M Sell
115,576
-4,774
-4% -$132K 1.64% 14
2023
Q3 		$3.31M Sell
120,350
-3,745
-3% -$105K 1.83% 13
2023
Q2 		$3.51M Hold
124,095
– – 1.92% 12
2023
Q1 		$3.59M Hold
124,095
– – 2.08% 12
2022
Q4 		$3.5M Sell
124,095
-353
-0.3% -$9.96K 0.1% 13
2022
Q3 		$3.5M Hold
124,448
– – 2.25% 10
2022
Q2 		$3.67M Buy
+124,448
New +$3.67M 2.63% 9

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

Libra Wealth's SPTI Position: Q2 2026 in Review

Libra Wealth held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 104,269 shares worth $2.96M. The position accounts for 0.76% of the portfolio, ranked #20.

Libra Wealth first reported a position in SPTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.67M in Q2 2022. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Libra Wealth held 104,269 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.96M as of Q2 2026.
  • Libra Wealth left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.76% of Libra Wealth's portfolio in Q2 2026, its #20 holding.
  • Libra Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Libra Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.67M in Q2 2022.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.