SIMA Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

SIMA Wealth 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	$30.8K	Hold	1,086	–	–	0.02%	93
2026 Q1	$31.1K	Sell	1,086 -137	-11%	-$3.95K	0.02%	89
2025 Q4	$35.3K	Hold	1,223	–	–	0.03%	87
2025 Q3	$35.3K	Sell	1,223 -104	-8%	-$2.99K	0.03%	87
2025 Q2	$38.2K	Sell	1,327 -356	-21%	-$10.1K	0.03%	84
2025 Q1	$48.1K	Hold	1,683	–	–	0.04%	86
2024 Q4	$46.9K	Buy	1,683 +471	+39%	+$13.3K	0.04%	91
2024 Q3	$35.2K	Buy	1,212 +2	+0.2%	+$57	0.03%	91
2024 Q2	$33.9K	Buy	+1,210	New	+$33.7K	0.03%	91

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

SIMA Wealth Partners's SPTI Position: Q2 2026 in Review

SIMA Wealth Partners held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 1,086 shares worth $30.8K. The position accounts for 0.02% of the portfolio, ranked #93.

SIMA Wealth Partners first reported a position in SPTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.1K in Q1 2025. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

SIMA Wealth Partners held 1,086 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $30.8K as of Q2 2026.
SIMA Wealth Partners left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #93 holding.
SIMA Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $48.1K in Q1 2025.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.