True Wealth Design’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

True Wealth Design’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	$1.53K	Hold	54	–	–	﹤0.01%	1812
2026 Q1	$1.55K	Buy	+54	New	+$1.56K	﹤0.01%	1641
2024 Q3	–	Sell	-161,699	Closed	-$4.53M	–	1309
2024 Q2	$4.53M	Sell	161,699 -169	-0.1%	-$4.7K	1.12%	14
2024 Q1	$4.56M	Sell	161,868 -3,575	-2%	-$101K	1.14%	14
2023 Q4	$4.73M	Buy	165,443 +48,646	+42%	+$1.35M	1.33%	13
2023 Q3	$3.22M	Buy	116,797 +23,417	+25%	+$654K	1.08%	15
2023 Q2	$2.64M	Sell	93,380 -9,584	-9%	-$276K	0.97%	19
2023 Q1	$2.98M	Buy	102,964 +2,168	+2%	+$62K	1.25%	16
2022 Q4	$2.85M	Buy	+100,796	New	+$2.84M	1.32%	15

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

True Wealth Design's SPTI Position: Q2 2026 in Review

True Wealth Design held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 54 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

True Wealth Design first reported a position in SPTI in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.73M in Q4 2023. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

True Wealth Design held 54 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.53K as of Q2 2026.
True Wealth Design 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 True Wealth Design's portfolio in Q2 2026, its #1812 holding.
True Wealth Design first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 9 quarters since.
True Wealth Design's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.73M in Q4 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.