Wealthspire Advisors (New York)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wealthspire Advisors (New York)’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	$14.1M	Buy	+497,936	New	+$14.2M	0.08%	142
2025 Q4	–	Sell	-19	Closed	-$549	–	2634
2025 Q3	$549	Buy	+19	New	+$546	﹤0.01%	2824

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

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s SPTI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2026: 497,936 shares worth $14.1M. The stake represents 0.08% of the portfolio and ranks #142 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SPTI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SPTI in Q3 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Wealthspire Advisors (New York) held 497,936 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $14.1M as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #142 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.