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Twin Peaks Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1
Closed -$28 – 1917
2026
Q1 		$28 Buy
+1
New +$29 ﹤0.01% 2332
2025
Q3 		– Sell
-1
Closed -$28 – 1839
2025
Q2 		$28 Buy
+1
New +$28 ﹤0.01% 2231
2024
Q3 		– Sell
-32,984
Closed -$924K – 140
2024
Q2 		$924K Buy
32,984
+908
+3% +$25.3K 0.46% 48
2024
Q1 		$904K Buy
32,076
+8,133
+34% +$230K 0.5% 44
2023
Q4 		$684K Buy
+23,943
New +$664K 0.44% 48

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

Twin Peaks Wealth Advisors's SPTI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026, closing a stake of 1 share — an estimated $28 sold.

Twin Peaks Wealth Advisors first reported a position in SPTI in Q4 2023 and held it in 5 quarters. The position peaked at $924K in Q2 2024. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 State Street SPDR Portfolio Intermediate Term Treasury ETF share in Q2 2026, an estimated $28.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 5 quarters.
  • Twin Peaks Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $924K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.