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Opal Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Opal Wealth 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 		– Sell
-1,575
Closed -$45.1K – 534
2026
Q1 		$45.1K Buy
+1,575
New +$45.4K 0.01% 426
2025
Q3 		– Sell
-23,867
Closed -$687K – 495
2025
Q2 		$687K Sell
23,867
-7,453
-24% -$212K 0.19% 66
2025
Q1 		$895K Sell
31,320
-12,346
-28% -$347K 0.28% 41
2024
Q4 		$1.22M Buy
+43,666
New +$1.23M 0.37% 39

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

Opal Wealth Advisors's SPTI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 1,575 shares — an estimated $45.1K sold.

Opal Wealth Advisors first reported a position in SPTI in Q4 2024 and held it in 4 quarters. The position peaked at $1.22M in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,575 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $45.1K.
  • Opal Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.22M in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.