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Sequent Planning’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Sequent Planning’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 		$245K Buy
8,551
+251
+3% +$7.24K 0.06% 216
2025
Q4 		$239K Buy
8,300
+1,334
+19% +$38.6K 0.06% 196
2025
Q3 		$201K Buy
+6,966
New +$200K 0.06% 199

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

Sequent Planning's SPTI Position: Q1 2026 in Review

Sequent Planning increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3% in Q1 2026, buying an estimated $7.24K and bringing the position to 8,551 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #216.

Sequent Planning first reported a position in SPTI in Q3 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Sequent Planning held 8,551 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $245K as of Q1 2026.
  • Sequent Planning bought 251 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $7.24K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.06% of Sequent Planning's portfolio in Q1 2026, its #216 holding.
  • Sequent Planning first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.