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

SOA Wealth Advisors’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	$7.33K	Buy	+258	New	+$7.34K	﹤0.01%	654

Other funds holding SPTI

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Bridge Generations Wealth Management South Miami, Florida $196M AUM 14.54% 1-Year Est. Return

SOA Wealth Advisors's SPTI Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 258 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

79 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

SOA Wealth Advisors held 258 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.33K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new SOA Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #654 holding.
79 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.