Arcadia Wealth Management (New Hampshire)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	-7,754	Closed	-$225K	–	65
2024 Q3	$225K	Sell	7,754 -459,933	-98%	-$13.2M	0.12%	58
2024 Q2	$13.1M	Buy	467,687 +4,661	+1%	+$130K	7.48%	4
2024 Q1	$13.1M	Sell	463,026 -111,699	-19%	-$3.15M	8.04%	5
2023 Q4	$16.4M	Buy	574,725 +8,670	+2%	+$241K	11.4%	2
2023 Q3	$15.6M	Buy	566,055 +11,140	+2%	+$311K	12.16%	1
2023 Q2	$15.7M	Buy	+554,915	New	+$16M	11.58%	1

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SPTI Position: Q4 2024 in Review

Arcadia Wealth Management (New Hampshire) sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2024, closing a stake of 7,754 shares — an estimated $225K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SPTI in Q2 2023 and held it in 6 quarters. The position peaked at $16.4M in Q4 2023. 360 funds tracked by Wall St. Rank hold SPTI as of Q4 2024.

Arcadia Wealth Management (New Hampshire) reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 7,754 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2024, an estimated $225K.
Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Arcadia Wealth Management (New Hampshire)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $16.4M in Q4 2023.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2024.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q4 2024, filed 23 Jan 2025.