Vertex Planning Partners’s State Street SPDR Portfolio Intermediate Term Treasury Index 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

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 Index 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. 413 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 Index ETF worth $3.16M as of Q2 2026.
Vertex Planning Partners bought 34,151 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q2 2026, an estimated $971K.
State Street SPDR Portfolio Intermediate Term Treasury Index 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 Index ETF in Q4 2022 and has held it in 15 quarters since.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q2 2026.

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