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

Ancora 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
Q1 		– Sell
-149
Closed -$4.3K – 2537
2025
Q4 		$4.3K Hold
149
– – ﹤0.01% 1999
2025
Q3 		$4.31K Hold
149
– – ﹤0.01% 1528
2025
Q2 		$4.29K Hold
149
– – ﹤0.01% 1517
2025
Q1 		$4.26K Sell
149
-711
-83% -$20K ﹤0.01% 1447
2024
Q4 		$24K Buy
860
+711
+477% +$20.1K ﹤0.01% 1177
2024
Q3 		$4.33K Hold
149
– – ﹤0.01% 1466
2024
Q2 		$4.17K Hold
149
– – ﹤0.01% 1471
2024
Q1 		$4.2K Hold
149
– – ﹤0.01% 1469
2023
Q4 		$4.25K Hold
149
– – ﹤0.01% 1412
2023
Q3 		$4.1K Hold
149
– – ﹤0.01% 1414
2023
Q2 		$4.21K Hold
149
– – ﹤0.01% 1403
2023
Q1 		$4.31K Hold
149
– – ﹤0.01% 1421
2022
Q4 		$4K Hold
149
– – ﹤0.01% 1513
2022
Q3 		$4K Hold
149
– – ﹤0.01% 1695
2022
Q2 		$4K Buy
+149
New +$4.4K ﹤0.01% 1813

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return