Alaska Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Alaska Wealth 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
2024 Q4	–	Sell	-902	Closed	-$26.2K	–	98
2024 Q3	$26.2K	Buy	902 +3	+0.3%	+$86	﹤0.01%	98
2024 Q2	$25.2K	Sell	899 -98	-10%	-$2.73K	﹤0.01%	94
2024 Q1	$28.1K	Buy	997 +440	+79%	+$12.4K	﹤0.01%	92
2023 Q4	$15.9K	Hold	557	–	–	﹤0.01%	95
2023 Q3	$15.3K	Buy	557 +2	+0.4%	+$56	﹤0.01%	92
2023 Q2	$15.7K	Hold	555	–	–	﹤0.01%	99
2023 Q1	$16.1K	Buy	+555	New	+$15.9K	﹤0.01%	88

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alaska Wealth Advisors's SPTI Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2024, closing a stake of 902 shares — an estimated $26.2K sold.

Alaska Wealth Advisors first reported a position in SPTI in Q1 2023 and held it in 7 quarters. The position peaked at $28.1K in Q1 2024. 360 funds tracked by Wall St. Rank hold SPTI as of Q4 2024.

Alaska Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 902 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2024, an estimated $26.2K.
Alaska Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $28.1K in Q1 2024.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.