Sound Income Strategies’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Sound Income Strategies’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	$291K	Buy	10,259 +9,443	+1,157%	+$269K	0.01%	383
2026 Q1	$23.3K	Buy	816 +807	+8,967%	+$23.3K	﹤0.01%	1118
2025 Q4	$272	Sell	9 -69	-88%	-$2K	﹤0.01%	2424
2025 Q3	$2.26K	Sell	78 -5	-6%	-$144	﹤0.01%	1328
2025 Q2	$2.4K	Buy	83 +74	+822%	+$2.11K	﹤0.01%	1234
2025 Q1	$270	Hold	9	–	–	﹤0.01%	1460
2024 Q4	$264	Sell	9 -230	-96%	-$6.5K	﹤0.01%	1392
2024 Q3	$6.94K	Buy	239 +235	+5,875%	+$6.75K	﹤0.01%	877
2024 Q2	$125	Hold	4	–	–	﹤0.01%	1326
2024 Q1	$126	Sell	4 -206	-98%	-$5.82K	﹤0.01%	1297
2023 Q4	$6.01K	Sell	210 -2,207	-91%	-$61.2K	﹤0.01%	855
2023 Q3	$66.5K	Buy	+2,417	New	+$67.5K	0.01%	268
2022 Q4	–	Sell	-1,028	Closed	-$29K	–	1014
2022 Q3	$29K	Hold	1,028	–	–	﹤0.01%	307
2022 Q2	$30K	Hold	1,028	–	–	﹤0.01%	292
2022 Q1	$31K	Hold	1,028	–	–	﹤0.01%	297
2021 Q4	$33K	Hold	1,028	–	–	﹤0.01%	293
2021 Q3	$33K	Hold	1,028	–	–	﹤0.01%	274
2021 Q2	$33K	Sell	1,028 -167	-14%	-$5.4K	﹤0.01%	283
2021 Q1	$38.3K	Buy	1,195 +167	+16%	+$5.44K	0.01%	251
2020 Q4	$34K	Buy	1,028 +635	+162%	+$21K	0.01%	251
2020 Q3	$13K	Sell	393 -779	-66%	-$25.9K	﹤0.01%	372
2020 Q2	$39K	Sell	1,172 -749	-39%	-$24.8K	0.01%	187
2020 Q1	$64K	Buy	+1,921	New	+$61.1K	0.02%	108

Other funds holding SPTI

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MFG

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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

SGAM

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

VAMG

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Sound Income Strategies's SPTI Position: Q2 2026 in Review

Sound Income Strategies increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1,157% in Q2 2026, buying an estimated $269K and bringing the position to 10,259 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #383.

Sound Income Strategies first reported a position in SPTI in Q1 2020 and has held it in 23 quarters since. 120 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Sound Income Strategies held 10,259 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $291K as of Q2 2026.
Sound Income Strategies bought 9,443 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $269K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #383 holding.
Sound Income Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 23 quarters since.
120 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.