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 Q2	$814K	Buy	28,666 +1,752	+7%	+$49.8K	0.06%	108
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 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 22.96% 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

RKL Wealth Management's SPTI Position: Q2 2026 in Review

RKL Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.5% in Q2 2026, buying an estimated $49.8K and bringing the position to 28,666 shares worth $814K. The position accounts for 0.06% of the portfolio, ranked #108.

RKL Wealth Management first reported a position in SPTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

RKL Wealth Management held 28,666 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $814K as of Q2 2026.
RKL Wealth Management bought 1,752 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $49.8K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.06% of RKL Wealth Management's portfolio in Q2 2026, its #108 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 8 quarters since.
RKL Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.28M in Q1 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.