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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
Q2 		$6.09M Buy
214,507
+8,579
+4% +$244K 0.2% 102
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 0.19% 109
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
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
Ameriprise
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Western Wealth Management's SPTI Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 4.2% in Q2 2026, buying an estimated $244K and bringing the position to 214,507 shares worth $6.09M. The position accounts for 0.2% of the portfolio, ranked #102.

Western Wealth Management first reported a position in SPTI in Q3 2022 and has held it in 16 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Western Wealth Management held 214,507 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $6.09M as of Q2 2026.
  • Western Wealth Management bought 8,579 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $244K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.2% of Western Wealth Management's portfolio in Q2 2026, its #102 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 16 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.