1620 Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

1620 Investment Advisors’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	$6.42K	Hold	226	–	–	﹤0.01%	536
2026 Q1	$6.48K	Hold	226	–	–	﹤0.01%	509
2025 Q4	$6.52K	Hold	226	–	–	﹤0.01%	500
2025 Q3	$6.53K	Hold	226	–	–	﹤0.01%	495
2025 Q2	$6.5K	Hold	226	–	–	﹤0.01%	504
2025 Q1	$6.46K	Hold	226	–	–	﹤0.01%	490
2024 Q4	$6.3K	Hold	226	–	–	﹤0.01%	508
2024 Q3	$6.57K	Hold	226	–	–	﹤0.01%	502
2024 Q2	$6.33K	Buy	+226	New	+$6.29K	﹤0.01%	492

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

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 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

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return