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ORG Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

ORG Wealth Partners’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 		$3.24K Hold
114
– – ﹤0.01% 610
2026
Q1 		$3.27K Sell
114
-3
-3% -$86 ﹤0.01% 571
2025
Q4 		$3.37K Sell
117
-551
-82% -$15.9K ﹤0.01% 537
2025
Q3 		$19.3K Hold
668
– – ﹤0.01% 403
2025
Q2 		$19.1K Hold
668
– – ﹤0.01% 434
2025
Q1 		$19.1K Hold
668
– – 0.01% 456
2024
Q4 		$18.6K Sell
668
-183
-22% -$5.17K 0.01% 340
2024
Q3 		$24.7K Buy
+851
New +$24.4K 0.01% 319

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

ORG Wealth Partners's SPTI Position: Q2 2026 in Review

ORG Wealth Partners held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 114 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

ORG Wealth Partners first reported a position in SPTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.7K in Q3 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • ORG Wealth Partners held 114 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $3.24K as of Q2 2026.
  • ORG Wealth Partners left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #610 holding.
  • ORG Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $24.7K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.