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

Melone Private 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	$14.6M	Buy	512,824 +2,683	+0.5%	+$76.3K	5.55%	5
2026 Q1	$14.6M	Buy	510,141 +8,749	+2%	+$252K	5.97%	4
2025 Q4	$14.5M	Sell	501,392 -15,722	-3%	-$455K	6.13%	3
2025 Q3	$14.9M	Sell	517,114 -361	-0.1%	-$10.4K	6.77%	4
2025 Q2	$14.9M	Buy	517,475 +5,031	+1%	+$143K	7.6%	3
2025 Q1	$14.6M	Buy	512,444 +13,493	+3%	+$380K	7.66%	3
2024 Q4	$13.9M	Buy	+498,951	New	+$14.1M	7.21%	3
2023 Q4	–	Sell	-120,266	Closed	-$3.31M	–	53
2023 Q3	$3.31M	Buy	120,266 +6,888	+6%	+$193K	2.37%	16
2023 Q2	$3.21M	Buy	113,378 +6,639	+6%	+$191K	2.26%	16
2023 Q1	$3.12M	Buy	+106,739	New	+$3.05M	2.38%	16

Other funds holding SPTI

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Melone Private Wealth's SPTI Position: Q2 2026 in Review

Melone Private Wealth increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.53% in Q2 2026, buying an estimated $76.3K and bringing the position to 512,824 shares worth $14.6M. The position accounts for 5.55% of the portfolio, ranked #5.

Melone Private Wealth first reported a position in SPTI in Q1 2023 and has held it in 10 quarters since. The position peaked at $14.9M in Q3 2025. 170 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Melone Private Wealth held 512,824 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $14.6M as of Q2 2026.
Melone Private Wealth bought 2,683 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $76.3K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 5.55% of Melone Private Wealth's portfolio in Q2 2026, its #5 holding.
Melone Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 10 quarters since.
Melone Private Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.9M in Q3 2025.
170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.