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

Seaside 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	$331K	Sell	11,674 -182	-2%	-$5.18K	0.08%	55
2026 Q1	$340K	Sell	11,856 -105	-0.9%	-$3.03K	0.1%	50
2025 Q4	$345K	Buy	11,961 +493	+4%	+$14.3K	0.1%	50
2025 Q3	$331K	Buy	11,468 +1,787	+18%	+$51.3K	0.1%	50
2025 Q2	$279K	Buy	9,681 +28	+0.3%	+$797	0.09%	58
2025 Q1	$276K	Buy	9,653 +964	+11%	+$27.1K	0.1%	50
2024 Q4	$242K	Sell	8,689 -44	-0.5%	-$1.24K	0.09%	55
2024 Q3	$254K	Hold	8,733	–	–	0.1%	52
2024 Q2	$245K	Buy	+8,733	New	+$243K	0.1%	53
2023 Q4	–	Sell	-8,576	Closed	-$236K	–	52
2023 Q3	$236K	Buy	+8,576	New	+$240K	0.12%	45
2023 Q2	–	Sell	-231,896	Closed	-$6.7M	–	54
2023 Q1	$6.7M	Buy	231,896 +9,276	+4%	+$265K	4.07%	6
2022 Q4	$6.29M	Buy	222,620 +4,390	+2%	+$124K	4.15%	5
2022 Q3	$6.08M	Buy	218,230 +15,646	+8%	+$458K	4.2%	5
2022 Q2	$6.07M	Buy	+202,584	New	+$5.98M	4.6%	5

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

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

Seaside Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.5% in Q2 2026, selling an estimated $5.18K and leaving 11,674 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #55.

Seaside Wealth Management first reported a position in SPTI in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.7M in Q1 2023. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Seaside Wealth Management held 11,674 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $331K as of Q2 2026.
Seaside Wealth Management sold 182 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.18K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of Seaside Wealth Management's portfolio in Q2 2026, its #55 holding.
Seaside Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 14 quarters since.
Seaside Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.7M in Q1 2023.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.