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Arax Advisory Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Arax Advisory Partners’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 		$58.3K Buy
2,033
+1,984
+4,049% +$57.2K ﹤0.01% 1626
2025
Q4 		$1.41K Buy
+49
New +$1.42K ﹤0.01% 3390
2025
Q3 		– Sell
-138
Closed -$3.97K – 4215
2025
Q2 		$3.97K Hold
138
– – ﹤0.01% 2327
2025
Q1 		$3.94K Sell
138
-70
-34% -$1.97K ﹤0.01% 1856
2024
Q4 		$5.8K Buy
208
+70
+51% +$1.98K ﹤0.01% 1686
2024
Q3 		$4.01K Hold
138
– – ﹤0.01% 1808
2024
Q2 		$3.87K Hold
138
– – ﹤0.01% 1704
2024
Q1 		$3.89K Sell
138
-138
-50% -$3.9K ﹤0.01% 949
2023
Q4 		$7.88K Sell
276
-1,781
-87% -$49.4K ﹤0.01% 798
2023
Q3 		$56.6K Sell
2,057
-135
-6% -$3.77K 0.01% 445
2023
Q2 		$62K Sell
2,192
-302
-12% -$8.69K 0.01% 430
2023
Q1 		$72.2K Hold
2,494
– – 0.01% 403
2022
Q4 		$70.4K Sell
2,494
-371
-13% -$10.5K 0.01% 397
2022
Q3 		$81K Buy
+2,865
New +$83.8K 0.01% 348

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