RMR Wealth Builders’s State Street SPDR Portfolio Intermediate Term Treasury 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 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 $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

RMR Wealth Builders's SPTI Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 39% in Q2 2026, selling an estimated $549K and leaving 29,611 shares worth $841K. The position accounts for 0.05% of the portfolio, ranked #145.

RMR Wealth Builders first reported a position in SPTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

RMR Wealth Builders held 29,611 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $841K as of Q2 2026.
RMR Wealth Builders sold 19,309 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $549K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #145 holding.
RMR Wealth Builders first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
RMR Wealth Builders's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.4M in Q1 2026.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.