Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.1M Buy
642,536
+199,550
+45% +$5.67M 0.03% 469
2026
Q1 		$12.7M Sell
442,986
-268,200
-38% -$7.73M 0.03% 515
2025
Q4 		$20.5M Buy
711,186
+131,024
+23% +$3.79M 0.03% 473
2025
Q3 		$16.7M Buy
580,162
+55,284
+11% +$1.59M 0.03% 498
2025
Q2 		$15M Sell
524,878
-25,376
-5% -$723K 0.02% 510
2025
Q1 		$15.7M Sell
550,254
-102,102
-16% -$2.87M 0.03% 466
2024
Q4 		$18.2M Buy
652,356
+103,039
+19% +$2.91M 0.03% 392
2024
Q3 		$16M Buy
549,317
+91,988
+20% +$2.64M 0.03% 396
2024
Q2 		$12.8M Buy
457,329
+56,244
+14% +$1.56M 0.03% 418
2024
Q1 		$11.3M Buy
401,085
+286,279
+249% +$8.08M 0.03% 441
2023
Q4 		$3.28M Buy
114,806
+8,763
+8% +$243K 0.01% 730
2023
Q3 		$2.92M Buy
+106,043
New +$2.96M 0.01% 726

Other funds holding SPTI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
BGWM
Bridge Generations Wealth Management South Miami, Florida $196M AUM 14.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPTI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 45% in Q2 2026, buying an estimated $5.67M and bringing the position to 642,536 shares worth $18.1M. The position accounts for 0.03% of the portfolio, ranked #469.

Wealth Enhancement Advisory Services first reported a position in SPTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.5M in Q4 2025. 63 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 642,536 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $18.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 199,550 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $5.67M.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #469 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $20.5M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.