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Onyx Bridge Wealth Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Onyx Bridge Wealth Group’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 		$4.98M Buy
175,532
+5,601
+3% +$159K 0.45% 52
2026
Q1 		$4.87M Sell
169,931
-23,694
-12% -$683K 0.52% 47
2025
Q4 		$5.58M Sell
193,625
-7,707
-4% -$223K 0.59% 43
2025
Q3 		$5.82M Sell
201,332
-189,795
-49% -$5.45M 0.63% 39
2025
Q2 		$11.3M Buy
391,127
+203,285
+108% +$5.79M 1.49% 16
2025
Q1 		$5.37M Buy
187,842
+118,798
+172% +$3.34M 0.77% 34
2024
Q4 		$1.92M Buy
69,044
+3,693
+6% +$104K 0.28% 70
2024
Q3 		$1.9M Buy
65,351
+16,092
+33% +$462K 0.29% 69
2024
Q2 		$1.38M Buy
49,259
+1,095
+2% +$30.5K 0.23% 82
2024
Q1 		$1.33M Buy
48,164
+13,323
+38% +$376K 0.24% 76
2023
Q4 		$995K Buy
34,841
+12,745
+58% +$354K 0.2% 78
2023
Q3 		$608K Sell
22,096
-301,284
-93% -$8.42M 0.14% 115
2023
Q2 		$9.15M Buy
323,380
+271,864
+528% +$7.82M 2.19% 10
2023
Q1 		$1.49M Sell
51,516
-584,296
-92% -$16.7M 0.6% 34
2022
Q4 		$18.3M Sell
635,812
-72,358
-10% -$2.04M 7.42% 2
2022
Q3 		$19.8M Sell
708,170
-84,553
-11% -$2.47M 9.05% 1
2022
Q2 		$23.6M Buy
792,723
+67,348
+9% +$1.99M 10.53% 1
2022
Q1 		$21.6M Buy
725,375
+263,853
+57% +$8.22M 8.18% 3
2021
Q4 		$14.7M Buy
461,522
+441,583
+2,215% +$14.2M 4.96% 7
2021
Q3 		$640K Buy
19,939
+5,864
+42% +$191K 0.24% 51
2021
Q2 		$459K Sell
14,075
-7,759
-36% -$251K 0.2% 55
2021
Q1 		$700K Sell
21,834
-6,275
-22% -$205K 0.35% 34
2020
Q4 		$929K Buy
+28,109
New +$929K 0.61% 20

Other funds holding SPTI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Onyx Bridge Wealth Group's SPTI Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3.3% in Q2 2026, buying an estimated $159K and bringing the position to 175,532 shares worth $4.98M. The position accounts for 0.45% of the portfolio, ranked #52.

Onyx Bridge Wealth Group first reported a position in SPTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.6M in Q2 2022. 100 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Onyx Bridge Wealth Group held 175,532 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $4.98M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 5,601 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.45% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #52 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $23.6M in Q2 2022.
  • 100 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.