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

Modern 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 		$1.11M Buy
+39,243
New +$1.12M 0.01% 497
2025
Q2 		– Sell
-17,563
Closed -$502K – 809
2025
Q1 		$502K Buy
+17,563
New +$494K 0.02% 421
2024
Q4 		– Sell
-9,057
Closed -$263K – 600
2024
Q3 		$263K Buy
+9,057
New +$260K 0.02% 368

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

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

Modern Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 39,243 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in SPTI as recently as Q1 2025.

Modern Wealth Management first reported a position in SPTI in Q3 2024 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Modern Wealth Management held 39,243 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.11M as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Modern Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Modern Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.