RMR Wealth Builders’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

RMR Wealth Builders’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	–	Sell	-29,611	Closed	-$841K	–	330
2026 Q2	$841K	Sell	29,611 -19,309	-39%	-$549K	0.05%	145
2026 Q1	$1.4M	Buy	48,920 +5,486	+13%	+$158K	0.11%	98
2025 Q4	$1.25M	Buy	43,434 +15,903	+58%	+$460K	0.1%	106
2025 Q3	$796K	Buy	+27,531	New	+$791K	0.07%	132
2025 Q1	–	Sell	-9,126	Closed	-$254K	–	271
2024 Q4	$254K	Buy	+9,126	New	+$258K	0.03%	221

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

RMR Wealth Builders's SPTI Position: Q3 2026 in Review

RMR Wealth Builders sold out of State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q3 2026, closing a stake of 29,611 shares — an estimated $841K sold.

RMR Wealth Builders first reported a position in SPTI in Q4 2024 and held it in 5 quarters. The position peaked at $1.4M in Q1 2026. 366 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

RMR Wealth Builders reported no remaining State Street SPDR Portfolio Intermediate Term Treasury Index ETF position as of Q3 2026 after selling out during the quarter.
RMR Wealth Builders sold 29,611 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $841K.
RMR Wealth Builders first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2024 and held it in 5 quarters.
RMR Wealth Builders's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $1.4M in Q1 2026.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

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