Rede Wealth
SPTI icon

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

Rede Wealth’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
Q3 		$338K Sell
12,379
-16
-0.1% -$447 0.11% 86
2026
Q2 		$352K Buy
+12,395
New +$352K 0.12% 85
2025
Q3 		– Sell
-11,734
Closed -$338K – 175
2025
Q2 		$338K Sell
11,734
-625
-5% -$17.8K 0.12% 79
2025
Q1 		$353K Sell
12,359
-774
-6% -$21.8K 0.12% 77
2024
Q4 		$366K Sell
13,133
-6,619
-34% -$187K 0.14% 69
2024
Q3 		$574K Sell
19,752
-2,711
-12% -$77.8K 0.22% 50
2024
Q2 		$629K Sell
22,463
-3,394
-13% -$94.4K 0.58% 40
2024
Q1 		$729K Sell
25,857
-44,997
-64% -$1.27M 0.31% 37
2023
Q4 		$2.02M Sell
70,854
-66,202
-48% -$1.84M 0.96% 12
2023
Q3 		$3.77M Sell
137,056
-5,170
-4% -$144K 1.89% 6
2023
Q2 		$4.02M Buy
142,226
+1,371
+1% +$39.4K 1.91% 6
2023
Q1 		$4.08M Buy
140,855
+3,913
+3% +$112K 2.13% 5
2022
Q4 		$3.87M Sell
136,942
-3,823
-3% -$108K 2.07% 5
2022
Q3 		$3.96M Buy
140,765
+48,786
+53% +$1.43M 2.35% 5
2022
Q2 		$2.71M Buy
+91,979
New +$2.72M 1.57% 7

Other funds holding SPTI

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Rede Wealth's SPTI Position: Q3 2026 in Review

Rede Wealth reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.13% in Q3 2026, selling an estimated $447 and leaving 12,379 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #86.

Rede Wealth first reported a position in SPTI in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.08M in Q1 2023. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

  • Rede Wealth held 12,379 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $338K as of Q3 2026.
  • Rede Wealth sold 16 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $447.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.11% of Rede Wealth's portfolio in Q3 2026, its #86 holding.
  • Rede Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 15 quarters since.
  • Rede Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.08M in Q1 2023.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.