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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Onyx Bridge Wealth Group's SPTI Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 12% in Q1 2026, selling an estimated $683K and leaving 169,931 shares worth $4.87M. The position accounts for 0.52% of the portfolio, ranked #47.

Onyx Bridge Wealth Group first reported a position in SPTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.6M in Q2 2022. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Onyx Bridge Wealth Group held 169,931 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $4.87M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 23,694 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $683K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.52% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #47 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 22 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $23.6M in Q2 2022.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.