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Vise Technologies’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vise Technologies’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 		$15.6M Buy
548,324
+506,394
+1,208% +$14.4M 0.18% 105
2026
Q1 		$1.21M Hold
41,930
– – 0.02% 529
2025
Q4 		$1.21M Buy
+41,930
New +$1.21M 0.02% 531
2025
Q3 		– Sell
-25,940
Closed -$746K – 1229
2025
Q2 		$746K Buy
+25,940
New +$739K 0.03% 508
2024
Q4 		$703K Buy
25,218
+1,190
+5% +$33.6K 0.06% 336
2024
Q3 		$698K Buy
24,028
+2,140
+10% +$61.4K 0.09% 218
2024
Q2 		$613K Sell
21,888
-2,146
-9% -$59.7K 0.11% 197
2024
Q1 		$677K Sell
24,034
-3,605
-13% -$102K 0.13% 158
2023
Q4 		$789K Buy
27,639
+208
+0.8% +$5.77K 0.17% 132
2023
Q3 		$755K Sell
27,431
-2,207
-7% -$61.7K 0.19% 122
2023
Q2 		$838K Buy
29,638
+992
+3% +$28.5K 0.2% 110
2023
Q1 		$829K Sell
28,646
-438
-2% -$12.5K 0.22% 107
2022
Q4 		$821K Buy
29,084
+2,971
+11% +$83.8K 0.26% 98
2022
Q3 		$735K Buy
+26,113
New +$764K 0.28% 78

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

Vise Technologies's SPTI Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1,208% in Q2 2026, buying an estimated $14.4M and bringing the position to 548,324 shares worth $15.6M. The position accounts for 0.18% of the portfolio, ranked #105.

Vise Technologies first reported a position in SPTI in Q3 2022 and has held it in 14 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Vise Technologies held 548,324 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $15.6M as of Q2 2026.
  • Vise Technologies bought 506,394 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $14.4M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.18% of Vise Technologies's portfolio in Q2 2026, its #105 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 14 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.