Spectrum Wealth Advisory Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Spectrum Wealth Advisory Group’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	$1.33M	Sell	46,369 -13,432	-22%	-$387K	0.49%	28
2025 Q4	$1.72M	Sell	59,801 -15,603	-21%	-$452K	0.63%	25
2025 Q3	$2.18M	Sell	75,404 -176,847	-70%	-$5.08M	0.9%	18
2025 Q2	$7.26M	Sell	252,251 -124,422	-33%	-$3.54M	3.38%	9
2025 Q1	$10.8M	Sell	376,673 -4,016	-1%	-$113K	5.17%	6
2024 Q4	$10.6M	Buy	380,689 +90,700	+31%	+$2.56M	5%	7
2024 Q3	$8.43M	Buy	+289,989	New	+$8.33M	4.73%	7

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spectrum Wealth Advisory Group's SPTI Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 22% in Q1 2026, selling an estimated $387K and leaving 46,369 shares worth $1.33M. The position accounts for 0.49% of the portfolio, ranked #28.

Spectrum Wealth Advisory Group first reported a position in SPTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q1 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

Spectrum Wealth Advisory Group held 46,369 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.33M as of Q1 2026.
Spectrum Wealth Advisory Group sold 13,432 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $387K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.49% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #28 holding.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Spectrum Wealth Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $10.8M in Q1 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.