WCG Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

WCG Wealth Advisors’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 Q1	–	Sell	-15,452	Closed	-$446K	–	545
2025 Q4	$446K	Buy	+15,452	New	+$447K	0.01%	461
2024 Q4	–	Sell	-25,748	Closed	-$748K	–	319
2024 Q3	$748K	Buy	25,748 +1,013	+4%	+$29.1K	0.05%	243
2024 Q2	$693K	Sell	24,735 -1,540	-6%	-$42.8K	0.05%	226
2024 Q1	$740K	Buy	26,275 +1,523	+6%	+$43K	0.06%	204
2023 Q4	$707K	Sell	24,752 -20,924	-46%	-$581K	0.05%	224
2023 Q3	$1.26M	Buy	+45,676	New	+$1.28M	0.09%	177

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 17.83% 1-Year Est. Return

MERSOM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

MFG

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG Wealth Advisors's SPTI Position: Q1 2026 in Review

WCG Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 15,452 shares — an estimated $446K sold.

WCG Wealth Advisors first reported a position in SPTI in Q3 2023 and held it in 6 quarters. The position peaked at $1.26M in Q3 2023. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

WCG Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 15,452 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $446K.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and held it in 6 quarters.
WCG Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.26M in Q3 2023.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.