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

Arete 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
2025 Q3	–	Sell	-8,048	Closed	-$232K	–	808
2025 Q2	$232K	Sell	8,048 -65,619	-89%	-$1.87M	0.02%	649
2025 Q1	$2.1M	Buy	+73,667	New	+$2.07M	0.16%	134
2024 Q4	–	Sell	-53,236	Closed	-$1.55M	–	787
2024 Q3	$1.55M	Buy	53,236 +23,004	+76%	+$660K	0.13%	158
2024 Q2	$847K	Buy	30,232 +228	+0.8%	+$6.34K	0.07%	267
2024 Q1	$846K	Sell	30,004 -689	-2%	-$19.5K	0.08%	229
2023 Q4	$877K	Sell	30,693 -1,036	-3%	-$28.8K	0.07%	277
2023 Q3	$873K	Sell	31,729 -2,794	-8%	-$78.1K	0.15%	149
2023 Q2	$977K	Sell	34,523 -27,431	-44%	-$789K	0.09%	222
2023 Q1	$1.79M	Buy	61,954 +16,928	+38%	+$484K	0.15%	133
2022 Q4	$1.27M	Sell	45,026 -40,841	-48%	-$1.15M	0.11%	167
2022 Q3	$2.42M	Buy	+85,867	New	+$2.51M	0.24%	87
2022 Q2	–	Sell	-80,959	Closed	-$2.45M	–	555
2022 Q1	$2.45M	Buy	80,959 +2,851	+4%	+$88.9K	0.21%	97
2021 Q4	$2.5M	Buy	78,108 +23,484	+43%	+$754K	0.21%	90
2021 Q3	$1.76M	Buy	54,624 +832	+2%	+$27.1K	0.19%	108
2021 Q2	$27K	Sell	53,792 -14,906	-22%	-$482K	﹤0.01%	365
2021 Q1	$2.2M	Buy	68,698 +2,442	+4%	+$79.6K	0.28%	82
2020 Q4	$2.19M	Buy	66,256 +12,154	+22%	+$402K	0.31%	76
2020 Q3	$1.8M	Buy	54,102 +19,859	+58%	+$660K	0.27%	90
2020 Q2	$1.14M	Sell	34,243 -345	-1%	-$11.4K	0.2%	128
2020 Q1	$1.15M	Buy	34,588 +2,185	+7%	+$69.6K	0.23%	107
2019 Q4	$1M	Sell	32,403 -5,058	-14%	-$157K	0.17%	134
2019 Q3	$1.17M	Sell	37,461 -5,799	-13%	-$180K	0.22%	112
2019 Q2	$1.34M	Sell	43,260 -3,296	-7%	-$100K	0.26%	90
2019 Q1	$1.41M	Buy	46,556 +6	+0%	+$179	0.29%	84
2018 Q4	$1.39M	Buy	46,550 +16,548	+55%	+$482K	0.34%	72
2018 Q3	$873K	Buy	30,002 +1,140	+4%	+$33.3K	0.19%	128
2018 Q2	$847K	Buy	28,862 +7,016	+32%	+$205K	0.2%	128
2018 Q1	$642K	Buy	21,846 +11,710	+116%	+$344K	0.21%	130
2017 Q4	$301K	Buy	10,136 +1,238	+14%	+$37K	0.1%	237
2017 Q3	$267K	Buy	+8,898	New	+$268K	0.11%	213

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

MFG

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

Arete Wealth Advisors's SPTI Position: Q3 2025 in Review

Arete Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 8,048 shares — an estimated $232K sold.

Arete Wealth Advisors first reported a position in SPTI in Q3 2017 and held it in 30 quarters. The position peaked at $2.5M in Q4 2021. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

Arete Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Arete Wealth Advisors sold 8,048 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $232K.
Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2017 and held it in 30 quarters.
Arete Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.5M in Q4 2021.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.