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

Maridea 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
Q1 		$1.07M Buy
37,207
+8,331
+29% +$240K 0.16% 158
2025
Q4 		$833K Buy
28,876
+5,195
+22% +$150K 0.13% 171
2025
Q3 		$689K Buy
23,681
+15,810
+201% +$454K 0.11% 182
2025
Q2 		$226K Buy
+7,871
New +$224K 0.06% 242

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maridea Wealth Management's SPTI Position: Q1 2026 in Review

Maridea Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 29% in Q1 2026, buying an estimated $240K and bringing the position to 37,207 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #158.

Maridea Wealth Management first reported a position in SPTI in Q2 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Maridea Wealth Management held 37,207 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.07M as of Q1 2026.
  • Maridea Wealth Management bought 8,331 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $240K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.16% of Maridea Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Maridea Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.