RWM
SPTI icon

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

RKL Wealth Management’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 		$771K Sell
26,914
-1,992
-7% -$57.4K 0.07% 106
2025
Q4 		$834K Buy
28,906
+1,353
+5% +$39.2K 0.07% 107
2025
Q3 		$796K Sell
27,553
-10,216
-27% -$294K 0.07% 104
2025
Q2 		$1.09M Sell
37,769
-7,134
-16% -$203K 0.1% 87
2025
Q1 		$1.28M Buy
44,903
+2,267
+5% +$63.8K 0.12% 84
2024
Q4 		$1.19M Buy
42,636
+33,874
+387% +$958K 0.11% 89
2024
Q3 		$255K Buy
+8,762
New +$252K 0.02% 143

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 $10B AUM 15.14% 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

RKL Wealth Management's SPTI Position: Q1 2026 in Review

RKL Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.9% in Q1 2026, selling an estimated $57.4K and leaving 26,914 shares worth $771K. The position accounts for 0.07% of the portfolio, ranked #106.

RKL Wealth Management first reported a position in SPTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • RKL Wealth Management held 26,914 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $771K as of Q1 2026.
  • RKL Wealth Management sold 1,992 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $57.4K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.07% of RKL Wealth Management's portfolio in Q1 2026, its #106 holding.
  • RKL Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • RKL Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.28M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.