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

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 22.96% 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

XY Planning Network's SPTI Position: Q2 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q2 2026, buying an estimated $699K and bringing the position to 251,997 shares worth $7.15M. The position accounts for 0.9% of the portfolio, ranked #27.

XY Planning Network first reported a position in SPTI in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

XY Planning Network held 251,997 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.15M as of Q2 2026.
XY Planning Network bought 24,574 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $699K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.9% of XY Planning Network's portfolio in Q2 2026, its #27 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.