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Abich Financial Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Abich Financial 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
2025
Q3 		$1.16M Buy
+39,981
New +$1.15M 0.41% 21
2024
Q3 		$63.6K Sell
2,190
-6,314
-74% -$181K 0.14% 78
2024
Q2 		$238K Buy
8,504
+2,342
+38% +$65.1K 0.16% 28
2024
Q1 		$174K Sell
6,162
-4,055
-40% -$114K 0.13% 34
2023
Q4 		$292K Buy
+10,217
New +$284K 0.28% 15

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Abich Financial Wealth Management's SPTI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025: 39,981 shares worth $1.16M. The stake represents 0.41% of the portfolio and ranks #21 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPTI as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPTI in Q4 2023 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

  • Abich Financial Wealth Management held 39,981 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.16M as of Q3 2025.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.41% of Abich Financial Wealth Management's portfolio in Q3 2025, its #21 holding.
  • Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.