N.E.W. Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

N.E.W. Advisory Services’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	$738	Buy	+26	New	+$739	﹤0.01%	948

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

N.E.W. Advisory Services's SPTI Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 26 shares worth $738. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

N.E.W. Advisory Services held 26 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $738 as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new N.E.W. Advisory Services position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #948 holding.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.