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

Strategic Wealth Partners’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 		$52.4K Hold
1,845
– – ﹤0.01% 517
2026
Q1 		$52.9K Hold
1,845
– – ﹤0.01% 501
2025
Q4 		$53.2K Sell
1,845
-2,288
-55% -$66.2K ﹤0.01% 514
2025
Q3 		$119K Buy
4,133
+2,329
+129% +$66.9K 0.01% 411
2025
Q2 		$51.9K Buy
+1,804
New +$51.4K ﹤0.01% 493

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

Strategic Wealth Partners's SPTI Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 1,845 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Strategic Wealth Partners first reported a position in SPTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $119K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Strategic Wealth Partners held 1,845 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $52.4K as of Q2 2026.
  • Strategic Wealth Partners left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $119K 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 Partners's 13F filing for Q2 2026, filed 12 Aug 2026.