Wealthcare Advisory Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wealthcare Advisory 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	$447K	Sell	15,746 -339	-2%	-$9.64K	0.01%	742
2026 Q1	$461K	Buy	16,085 +5	+0%	+$144	0.01%	724
2025 Q4	$464K	Buy	16,080 +236	+1%	+$6.83K	0.01%	717
2025 Q3	$458K	Sell	15,844 -3,202	-17%	-$92K	0.01%	705
2025 Q2	$548K	Sell	19,046 -365	-2%	-$10.4K	0.01%	623
2025 Q1	$555K	Buy	19,411 +1,285	+7%	+$36.2K	0.01%	570
2024 Q4	$505K	Buy	18,126 +393	+2%	+$11.1K	0.01%	564
2024 Q3	$515K	Buy	17,733 +3,542	+25%	+$102K	0.01%	558
2024 Q2	$398K	Buy	14,191 +3,462	+32%	+$96.3K	0.01%	589
2024 Q1	$302K	Buy	+10,729	New	+$303K	0.01%	670
2023 Q2	–	Sell	-11,450	Closed	-$331K	–	762
2023 Q1	$331K	Buy	11,450 +430	+4%	+$12.3K	0.01%	555
2022 Q4	$311K	Buy	11,020 +274	+3%	+$7.73K	0.01%	526
2022 Q3	$302K	Buy	10,746 +1,267	+13%	+$37.1K	0.02%	482
2022 Q2	$279K	Sell	9,479 -5,079	-35%	-$150K	0.02%	450
2022 Q1	$441K	Sell	14,558 -39,974	-73%	-$1.25M	0.03%	333
2021 Q4	$1.75M	Sell	54,532 -127,077	-70%	-$4.08M	0.1%	116
2021 Q3	$5.87M	Buy	181,609 +39,009	+27%	+$1.27M	0.38%	42
2021 Q2	$4.62M	Buy	142,600 +18,244	+15%	+$590K	0.31%	49
2021 Q1	$3.99M	Buy	124,356 +10,474	+9%	+$341K	0.29%	49
2020 Q4	$3.77M	Buy	113,882 +10,533	+10%	+$348K	0.33%	41
2020 Q3	$3.44M	Buy	103,349 +12,375	+14%	+$411K	0.38%	35
2020 Q2	$3.02M	Buy	90,974 +19,034	+26%	+$630K	0.38%	33
2020 Q1	$2.38M	Buy	71,940 +65,616	+1,038%	+$2.09M	0.35%	37
2019 Q4	$196K	Buy	+6,324	New	+$197K	0.02%	300

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 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

Wealthcare Advisory Partners's SPTI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.1% in Q2 2026, selling an estimated $9.64K and leaving 15,746 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #742.

Wealthcare Advisory Partners first reported a position in SPTI in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.87M in Q3 2021. 82 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Wealthcare Advisory Partners held 15,746 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $447K as of Q2 2026.
Wealthcare Advisory Partners sold 339 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $9.64K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #742 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and has held it in 24 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.87M in Q3 2021.
82 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.