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Vertex Planning Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vertex Planning 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 		$3.16M Buy
111,404
+34,151
+44% +$971K 0.47% 39
2026
Q1 		$2.21M Buy
77,253
+33,180
+75% +$957K 0.43% 42
2025
Q4 		$1.27M Buy
44,073
+826
+2% +$23.9K 0.3% 46
2025
Q3 		$1.25M Buy
43,247
+2,867
+7% +$82.4K 0.24% 63
2025
Q2 		$1.16M Buy
40,380
+911
+2% +$25.9K 0.24% 61
2025
Q1 		$1.13M Buy
39,469
+3,247
+9% +$91.4K 0.25% 56
2024
Q4 		$1.01M Buy
36,222
+1,312
+4% +$37.1K 0.22% 62
2024
Q3 		$1.01M Buy
34,910
+512
+1% +$14.7K 0.24% 49
2024
Q2 		$964K Buy
34,398
+323
+0.9% +$8.98K 0.25% 50
2024
Q1 		$960K Buy
34,075
+18,550
+119% +$524K 0.27% 48
2023
Q4 		$443K Sell
15,525
-3,195
-17% -$88.7K 0.13% 90
2023
Q3 		$515K Sell
18,720
-43,133
-70% -$1.21M 0.18% 67
2023
Q2 		$1.75M Buy
61,853
+5,974
+11% +$172K 0.6% 26
2023
Q1 		$1.62M Buy
55,879
+33,296
+147% +$952K 0.61% 26
2022
Q4 		$638K Buy
+22,583
New +$637K 0.25% 55

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

Vertex Planning Partners's SPTI Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 44% in Q2 2026, buying an estimated $971K and bringing the position to 111,404 shares worth $3.16M. The position accounts for 0.47% of the portfolio, ranked #39.

Vertex Planning Partners first reported a position in SPTI in Q4 2022 and has held it in 15 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Vertex Planning Partners held 111,404 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $3.16M as of Q2 2026.
  • Vertex Planning Partners bought 34,151 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $971K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.47% of Vertex Planning Partners's portfolio in Q2 2026, its #39 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.