PF
SPTI icon

PlanWiser Financial’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

PlanWiser Financial’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 		$7.32M Buy
255,313
+146,112
+134% +$4.21M 5.3% 5
2025
Q4 		$3.14M Buy
109,201
+1,134
+1% +$32.8K 2.35% 15
2025
Q3 		$3.12M Sell
108,067
-73,450
-40% -$2.11M 2.48% 16
2025
Q2 		$5.18M Sell
181,517
-51,138
-22% -$1.46M 4.42% 8
2025
Q1 		$6.65M Buy
+232,655
New +$6.55M 6.02% 3

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 $11.5B AUM 18.82% 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

PlanWiser Financial's SPTI Position: Q1 2026 in Review

PlanWiser Financial increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 134% in Q1 2026, buying an estimated $4.21M and bringing the position to 255,313 shares worth $7.32M. The position accounts for 5.3% of the portfolio, ranked #5.

PlanWiser Financial first reported a position in SPTI in Q1 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • PlanWiser Financial held 255,313 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.32M as of Q1 2026.
  • PlanWiser Financial bought 146,112 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $4.21M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 5.3% of PlanWiser Financial's portfolio in Q1 2026, its #5 holding.
  • PlanWiser Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.