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Vermillion & White Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vermillion & White Wealth Management 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 		$2.48M Buy
87,096
+1,860
+2% +$52.9K 1.25% 13
2026
Q1 		$2.44M Sell
85,236
-126,505
-60% -$3.65M 1.41% 13
2025
Q4 		$6.11M Buy
211,741
+8,311
+4% +$241K 3.32% 8
2025
Q3 		$5.88M Buy
203,430
+202,624
+25,139% +$5.82M 3.35% 8
2025
Q2 		$23.2K Hold
806
– – 0.02% 228
2025
Q1 		$23K Sell
806
-210,360
-100% -$5.92M 0.02% 182
2024
Q4 		$5.89M Buy
211,166
+5,207
+3% +$147K 4.34% 4
2024
Q3 		$5.99M Sell
205,959
-24,579
-11% -$706K 4.43% 5
2024
Q2 		$6.46M Buy
230,538
+43,064
+23% +$1.2M 4.86% 3
2024
Q1 		$5.28M Sell
187,474
-17,707
-9% -$500K 4.22% 5
2023
Q4 		$5.86M Buy
+205,181
New +$5.69M 5.68% 5

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

Vermillion & White Wealth Management Group's SPTI Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.2% in Q2 2026, buying an estimated $52.9K and bringing the position to 87,096 shares worth $2.48M. The position accounts for 1.25% of the portfolio, ranked #13.

Vermillion & White Wealth Management Group first reported a position in SPTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.46M in Q2 2024. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Vermillion & White Wealth Management Group held 87,096 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.48M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 1,860 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $52.9K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.25% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #13 holding.
  • Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Vermillion & White Wealth Management Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.46M in Q2 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.