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 Q3	$7.97M	Buy	292,197 +40,200	+16%	+$1.12M	0.86%	30
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

XY Planning Network's SPTI Position: Q3 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 16% in Q3 2026, buying an estimated $1.12M and bringing the position to 292,197 shares worth $7.97M. The position accounts for 0.86% of the portfolio, ranked #30.

XY Planning Network first reported a position in SPTI in Q2 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

XY Planning Network held 292,197 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $7.97M as of Q3 2026.
XY Planning Network bought 40,200 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2026, an estimated $1.12M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.86% of XY Planning Network's portfolio in Q3 2026, its #30 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 6 quarters since.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.