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

Strategic Wealth Investment 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 Q2	$64.1M	Buy	2,256,234 +41,405	+2%	+$1.18M	7.77%	1
2026 Q1	$63.5M	Buy	2,214,829 +16,545	+0.8%	+$477K	8.05%	1
2025 Q4	$63.4M	Sell	2,198,284 -1,133,784	-34%	-$32.8M	7.79%	1
2025 Q3	$96.3M	Buy	3,332,068 +3,252,821	+4,105%	+$93.5M	8.1%	1
2025 Q2	$2.28M	Buy	79,247 +13,278	+20%	+$378K	3.3%	6
2025 Q1	$1.89M	Sell	65,969 -1,164,075	-95%	-$32.8M	3.28%	6
2024 Q4	$34.3M	Sell	1,230,044 -269,852	-18%	-$7.63M	3.79%	6
2024 Q3	$43.6M	Buy	+1,499,896	New	+$43.1M	4.67%	2
2022 Q4	–	Sell	-8,838	Closed	-$249K	–	133
2022 Q3	$249K	Buy	+8,838	New	+$258K	0.07%	92

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

Strategic Wealth Investment Group's SPTI Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.9% in Q2 2026, buying an estimated $1.18M and bringing the position to 2,256,234 shares worth $64.1M. The position accounts for 7.77% of the portfolio, ranked #1.

Strategic Wealth Investment Group first reported a position in SPTI in Q3 2022 and has held it in 9 quarters since. The position peaked at $96.3M in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Strategic Wealth Investment Group held 2,256,234 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $64.1M as of Q2 2026.
Strategic Wealth Investment Group bought 41,405 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $1.18M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 7.77% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #1 holding.
Strategic Wealth Investment Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 9 quarters since.
Strategic Wealth Investment Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $96.3M in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.