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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Seaside Wealth Management's SPTI Position: Q1 2026 in Review

Seaside Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 0.88% in Q1 2026, selling an estimated $3.03K and leaving 11,856 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #50.

Seaside Wealth Management first reported a position in SPTI in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.7M in Q1 2023. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Seaside Wealth Management held 11,856 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $340K as of Q1 2026.
  • Seaside Wealth Management sold 105 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $3.03K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.1% of Seaside Wealth Management's portfolio in Q1 2026, its #50 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 13 quarters since.
  • Seaside Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.7M in Q1 2023.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.