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OneDigital Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

OneDigital Investment Advisors’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 		$125M Buy
4,403,524
+406,186
+10% +$11.6M 1.06% 17
2026
Q1 		$115M Buy
3,997,338
+3,477,038
+668% +$100M 1.12% 19
2025
Q4 		$15M Buy
520,300
+26,247
+5% +$760K 0.15% 132
2025
Q3 		$14.3M Buy
494,053
+14,194
+3% +$408K 0.15% 134
2025
Q2 		$13.8M Buy
479,859
+4,364
+0.9% +$124K 0.15% 126
2025
Q1 		$13.6M Buy
475,495
+17,637
+4% +$496K 0.16% 123
2024
Q4 		$12.8M Sell
457,858
-3,477
-0.8% -$98.3K 0.15% 132
2024
Q3 		$13.4M Buy
461,335
+13,279
+3% +$381K 0.15% 123
2024
Q2 		$12.6M Buy
448,056
+119,818
+37% +$3.33M 0.16% 117
2024
Q1 		$9.25M Sell
328,238
-402,847
-55% -$11.4M 0.15% 136
2023
Q4 		$20.9M Buy
731,085
+143,060
+24% +$3.97M 0.37% 60
2023
Q3 		$16.2M Sell
588,025
-584,000
-50% -$16.3M 0.35% 63
2023
Q2 		$33.2M Buy
1,172,025
+114,211
+11% +$3.29M 0.73% 32
2023
Q1 		$30.6M Buy
1,057,814
+449,236
+74% +$12.8M 0.72% 32
2022
Q4 		$17.2M Buy
608,578
+153,226
+34% +$4.32M 0.5% 44
2022
Q3 		$12.8M Buy
+455,352
New +$13.3M 0.47% 42

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

OneDigital Investment Advisors's SPTI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 10% in Q2 2026, buying an estimated $11.6M and bringing the position to 4,403,524 shares worth $125M. The position accounts for 1.06% of the portfolio, ranked #17.

OneDigital Investment Advisors first reported a position in SPTI in Q3 2022 and has held it in 16 quarters since. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • OneDigital Investment Advisors held 4,403,524 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $125M as of Q2 2026.
  • OneDigital Investment Advisors bought 406,186 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $11.6M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.