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Root Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Root Financial Partners’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 		– Sell
-6,553
Closed -$188K – 2791
2026
Q1 		$188K Sell
6,553
-9,381
-59% -$270K 0.01% 345
2025
Q4 		$460K Sell
15,934
-939
-6% -$27.2K 0.02% 179
2025
Q3 		$488K Buy
16,873
+621
+4% +$17.8K 0.03% 147
2025
Q2 		$468K Buy
16,252
+82
+0.5% +$2.34K 0.05% 128
2025
Q1 		$462K Sell
16,170
-1,377
-8% -$38.8K 0.05% 119
2024
Q4 		$489K Buy
17,547
+1,134
+7% +$32.1K 0.06% 117
2024
Q3 		$477K Buy
16,413
+298
+2% +$8.55K 0.08% 95
2024
Q2 		$452K Buy
16,115
+18
+0.1% +$501 0.11% 72
2024
Q1 		$454K Buy
16,097
+11
+0.1% +$311 0.13% 61
2023
Q4 		$459K Buy
16,086
+1,779
+12% +$49.4K 0.17% 54
2023
Q3 		$394K Buy
+14,307
New +$400K 0.21% 49

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
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
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Root Financial Partners's SPTI Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 6,553 shares — an estimated $188K sold.

Root Financial Partners first reported a position in SPTI in Q3 2023 and held it in 11 quarters. The position peaked at $489K in Q4 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6,553 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $188K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and held it in 11 quarters.
  • Root Financial Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $489K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.