Parr McKnight Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Parr McKnight Wealth Management 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	$846K	Hold	29,802	–	–	0.1%	158
2026 Q1	$854K	Hold	29,802	–	–	0.11%	159
2025 Q4	$859K	Hold	29,802	–	–	0.11%	164
2025 Q3	$861K	Hold	29,802	–	–	0.11%	167
2025 Q2	$857K	Hold	29,802	–	–	0.12%	169
2025 Q1	$852K	Hold	29,802	–	–	0.12%	169
2024 Q4	$831K	Buy	+29,802	New	+$842K	0.12%	161

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Parr McKnight Wealth Management Group's SPTI Position: Q2 2026 in Review

Parr McKnight Wealth Management Group held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 29,802 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #158.

Parr McKnight Wealth Management Group first reported a position in SPTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Parr McKnight Wealth Management Group held 29,802 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $846K as of Q2 2026.
Parr McKnight Wealth Management Group 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 0.1% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #158 holding.
Parr McKnight Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $861K in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.