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

Simplicity Wealth’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 		$2.57M Buy
90,557
+42,281
+88% +$1.2M 0.09% 229
2026
Q1 		$1.38M Sell
48,276
-257
-0.5% -$7.41K 0.08% 236
2025
Q4 		$1.4M Buy
48,533
+1,566
+3% +$45.3K 0.08% 230
2025
Q3 		$1.36M Sell
46,967
-54,397
-54% -$1.56M 0.08% 244
2025
Q2 		$2.92M Buy
101,364
+67,202
+197% +$1.91M 0.12% 167
2025
Q1 		$976K Buy
34,162
+23,276
+214% +$655K 0.08% 261
2024
Q4 		$304K Sell
10,886
-21,664
-67% -$612K 0.06% 235
2024
Q3 		$946K Sell
32,550
-7,175
-18% -$206K 0.09% 203
2024
Q2 		$1.11M Buy
39,725
+13,342
+51% +$371K 0.03% 499
2024
Q1 		$743K Buy
26,383
+11,873
+82% +$335K 0.02% 606
2023
Q4 		$414K Buy
14,510
+2,077
+17% +$57.6K 0.16% 114
2023
Q3 		$342K Buy
12,433
+1,153
+10% +$32.2K 0.2% 58
2023
Q2 		$319K Buy
+11,280
New +$325K 0.2% 58

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

Simplicity Wealth's SPTI Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 88% in Q2 2026, buying an estimated $1.2M and bringing the position to 90,557 shares worth $2.57M. The position accounts for 0.09% of the portfolio, ranked #229.

Simplicity Wealth first reported a position in SPTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.92M in Q2 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Simplicity Wealth held 90,557 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.57M as of Q2 2026.
  • Simplicity Wealth bought 42,281 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.2M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #229 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Simplicity Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.92M in Q2 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.