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AWS
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
0.03%
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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