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TrueWealth Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

TrueWealth Financial 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
Q1 		– Sell
-16,785
Closed -$484K – 105
2025
Q4 		$484K Buy
+16,785
New +$486K 0.4% 38

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TrueWealth Financial Partners's SPTI Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 16,785 shares — an estimated $484K sold.

TrueWealth Financial Partners first reported a position in SPTI in Q4 2025 and held it in 1 quarter. The position peaked at $484K in Q4 2025. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 16,785 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $484K.
  • TrueWealth Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $484K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.