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Resonant Capital Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Resonant Capital 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 		$267K Hold
9,390
– – 0.01% 434
2026
Q1 		$269K Buy
9,390
+114
+1% +$3.29K 0.01% 415
2025
Q4 		$268K Hold
9,276
– – 0.01% 363
2025
Q3 		$268K Buy
+9,276
New +$267K 0.02% 352

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Resonant Capital Advisors's SPTI Position: Q2 2026 in Review

Resonant Capital Advisors held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 9,390 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #434.

Resonant Capital Advisors first reported a position in SPTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $269K in Q1 2026. 262 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Resonant Capital Advisors held 9,390 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $267K as of Q2 2026.
  • Resonant Capital Advisors 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 Resonant Capital Advisors's portfolio in Q2 2026, its #434 holding.
  • Resonant Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Resonant Capital Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $269K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.