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Atria Wealth Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.84M Sell
64,159
-3,367
-5% -$95.9K 0.04% 442
2025
Q1 		$1.93M Buy
67,526
+10,982
+19% +$309K 0.02% 647
2024
Q4 		$1.58M Buy
56,544
+18,961
+50% +$536K 0.02% 733
2024
Q3 		$1.09M Buy
37,583
+30,197
+409% +$867K 0.01% 877
2024
Q2 		$207K Sell
7,386
-71,036
-91% -$1.98M ﹤0.01% 1753
2024
Q1 		$2.21M Buy
78,422
+4,826
+7% +$136K 0.02% 598
2023
Q4 		$2.1M Sell
73,596
-15,163
-17% -$421K 0.03% 590
2023
Q3 		$2.44M Sell
88,759
-5,292
-6% -$148K 0.03% 496
2023
Q2 		$2.66M Sell
94,051
-180,537
-66% -$5.19M 0.04% 478
2023
Q1 		$7.95M Buy
274,588
+206,947
+306% +$5.92M 0.12% 174
2022
Q4 		$1.91M Buy
67,641
+20,684
+44% +$584K 0.03% 534
2022
Q3 		$1.32M Sell
46,957
-1,771
-4% -$51.8K 0.02% 623
2022
Q2 		$1.44M Buy
48,728
+11,403
+31% +$337K 0.03% 555
2022
Q1 		$1.13M Buy
+37,325
New +$1.16M 0.02% 679

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's SPTI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 5% in Q2 2025, selling an estimated $95.9K and leaving 64,159 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #442.

Atria Wealth Solutions first reported a position in SPTI in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.95M in Q1 2023. 386 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • Atria Wealth Solutions held 64,159 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.84M as of Q2 2025.
  • Atria Wealth Solutions sold 3,367 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $95.9K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #442 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.95M in Q1 2023.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.