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Waller Financial Planning Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Waller Financial Planning 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 		$1.24M Buy
43,597
+1,803
+4% +$51.3K 0.25% 35
2026
Q1 		$1.2M Buy
41,794
+26
+0.1% +$750 0.26% 34
2025
Q4 		$1.2M Buy
41,768
+2,417
+6% +$69.9K 0.27% 35
2025
Q3 		$1.14M Buy
39,351
+1,074
+3% +$30.9K 0.26% 33
2025
Q2 		$1.1M Sell
38,277
-2,387
-6% -$68K 0.27% 36
2025
Q1 		$1.16M Sell
40,664
-831
-2% -$23.4K 0.33% 33
2024
Q4 		$1.16M Buy
41,495
+645
+2% +$18.2K 0.29% 36
2024
Q3 		$1.19M Buy
40,850
+2,442
+6% +$70.1K 0.29% 35
2024
Q2 		$1.08M Buy
38,408
+4,602
+14% +$128K 0.29% 36
2024
Q1 		$953K Buy
+33,806
New +$955K 0.25% 38

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Waller Financial Planning Group's SPTI Position: Q2 2026 in Review

Waller Financial Planning Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 4.3% in Q2 2026, buying an estimated $51.3K and bringing the position to 43,597 shares worth $1.24M. The position accounts for 0.25% of the portfolio, ranked #35.

Waller Financial Planning Group first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. 262 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Waller Financial Planning Group held 43,597 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.24M as of Q2 2026.
  • Waller Financial Planning Group bought 1,803 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $51.3K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.25% of Waller Financial Planning Group's portfolio in Q2 2026, its #35 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.