XY Planning Network’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

XY Planning Network’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	$7.15M	Buy	251,997 +24,574	+11%	+$699K	0.9%	27
2026 Q1	$6.49M	Buy	227,423 +38,614	+20%	+$1.11M	1.04%	23
2025 Q4	$5.45M	Buy	188,809 +164,250	+669%	+$4.75M	0.95%	26
2025 Q3	$707K	Hold	24,559	–	–	0.24%	90
2025 Q2	$707K	Buy	+24,559	New	+$699K	0.24%	90

Other funds holding SPTI

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return