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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
Q2 		$1.44M Buy
50,869
+13,662
+37% +$389K 0.16% 151
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 $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

Maridea Wealth Management's SPTI Position: Q2 2026 in Review

Maridea Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 37% in Q2 2026, buying an estimated $389K and bringing the position to 50,869 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #151.

Maridea Wealth Management first reported a position in SPTI in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Maridea Wealth Management held 50,869 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.44M as of Q2 2026.
  • Maridea Wealth Management bought 13,662 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $389K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.16% of Maridea Wealth Management's portfolio in Q2 2026, its #151 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 5 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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