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Western Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Western Wealth Management’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 		$5.9M Sell
205,928
-4,141
-2% -$119K 0.22% 89
2025
Q4 		$6.06M Buy
210,069
+33,731
+19% +$976K 0.28% 60
2025
Q3 		$5.1M Sell
176,338
-563
-0.3% -$16.2K 0.27% 73
2025
Q2 		$5.09M Buy
176,901
+41,069
+30% +$1.17M 0.3% 69
2025
Q1 		$3.88M Buy
135,832
+9,086
+7% +$256K 0.26% 82
2024
Q4 		$3.53M Buy
126,746
+26,240
+26% +$742K 0.23% 83
2024
Q3 		$2.92M Sell
100,506
-93,051
-48% -$2.67M 0.17% 123
2024
Q2 		$5.42M Buy
193,557
+33,631
+21% +$935K 0.4% 46
2024
Q1 		$4.51M Buy
159,926
+9,658
+6% +$273K 0.35% 61
2023
Q4 		$4.29M Buy
150,268
+97,595
+185% +$2.71M 0.31% 70
2023
Q3 		$1.45M Buy
52,673
+10,409
+25% +$291K 0.12% 176
2023
Q2 		$1.2M Buy
42,264
+20,338
+93% +$585K 0.1% 206
2023
Q1 		$635K Buy
21,926
+12,868
+142% +$368K 0.06% 317
2022
Q4 		$256K Sell
9,058
-1,966
-18% -$55.5K 0.03% 508
2022
Q3 		$305K Buy
+11,024
New +$322K 0.02% 627

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's SPTI Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2% in Q1 2026, selling an estimated $119K and leaving 205,928 shares worth $5.9M. The position accounts for 0.22% of the portfolio, ranked #89.

Western Wealth Management first reported a position in SPTI in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.06M in Q4 2025. 403 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • Western Wealth Management held 205,928 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $5.9M as of Q1 2026.
  • Western Wealth Management sold 4,141 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $119K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.22% of Western Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • Western Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.06M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.