LA
SPTI icon

Lifeworks Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Lifeworks Advisors’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 		$777K Sell
27,380
-4,115
-13% -$117K 0.08% 155
2026
Q1 		$903K Buy
31,495
+2,472
+9% +$71.3K 0.12% 137
2025
Q4 		$837K Sell
29,023
-175
-0.6% -$5.06K 0.11% 154
2025
Q3 		$844K Sell
29,198
-210
-0.7% -$6.03K 0.11% 151
2025
Q2 		$846K Sell
29,408
-662
-2% -$18.9K 0.13% 141
2025
Q1 		$859K Hold
30,070
– – 0.14% 137
2024
Q4 		$838K Sell
30,070
-279
-0.9% -$7.89K 0.15% 127
2024
Q3 		$882K Buy
30,349
+172
+0.6% +$4.94K 0.17% 124
2024
Q2 		$846K Sell
30,177
-2,657
-8% -$73.9K 0.24% 96
2024
Q1 		$925K Sell
32,834
-1,038
-3% -$29.3K 0.26% 90
2023
Q4 		$967K Sell
33,872
-5,546
-14% -$154K 0.33% 84
2023
Q3 		$1.09M Sell
39,418
-1,358
-3% -$38K 0.42% 77
2023
Q2 		$1.15M Sell
40,776
-55,698
-58% -$1.6M 0.49% 67
2023
Q1 		$2.79M Buy
96,474
+18,859
+24% +$539K 1.32% 24
2022
Q4 		$2.19M Buy
77,615
+5,612
+8% +$158K 1.23% 27
2022
Q3 		$2.01M Buy
72,003
+48,159
+202% +$1.41M 1.14% 26
2022
Q2 		$703K Buy
23,844
+9,304
+64% +$275K 0.45% 77
2022
Q1 		$440K Buy
14,540
+1,446
+11% +$45.1K 0.29% 88
2021
Q4 		$420K Buy
+13,094
New +$420K 0.33% 85

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

Lifeworks Advisors's SPTI Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 13% in Q2 2026, selling an estimated $117K and leaving 27,380 shares worth $777K. The position accounts for 0.08% of the portfolio, ranked #155.

Lifeworks Advisors first reported a position in SPTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q1 2023. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Lifeworks Advisors held 27,380 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $777K as of Q2 2026.
  • Lifeworks Advisors sold 4,115 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $117K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #155 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.79M in Q1 2023.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.