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Wedmont Private Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wedmont Private Capital’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 		$433K Sell
15,354
-4,038
-21% -$115K 0.01% 603
2026
Q1 		$555K Buy
19,392
+1,347
+7% +$38.8K 0.02% 458
2025
Q4 		$521K Buy
+18,045
New +$522K 0.02% 455

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

Wedmont Private Capital's SPTI Position: Q2 2026 in Review

Wedmont Private Capital reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 21% in Q2 2026, selling an estimated $115K and leaving 15,354 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #603.

Wedmont Private Capital first reported a position in SPTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $555K in Q1 2026. 262 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Wedmont Private Capital held 15,354 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $433K as of Q2 2026.
  • Wedmont Private Capital sold 4,038 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $115K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #603 holding.
  • Wedmont Private Capital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Wedmont Private Capital's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $555K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.