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Auour Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Auour Investments’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 		$6.25M Buy
217,958
+6,346
+3% +$183K 1.96% 14
2025
Q4 		$6.1M Sell
211,612
-12,540
-6% -$363K 1.94% 13
2025
Q3 		$6.48M Sell
224,152
-255
-0.1% -$7.33K 2.11% 12
2025
Q2 		$6.46M Buy
224,407
+4,618
+2% +$132K 2.22% 8
2025
Q1 		$6.34M Buy
219,789
+7,085
+3% +$199K 2.3% 7
2024
Q4 		$5.97M Buy
212,704
+8,306
+4% +$235K 2.09% 10
2024
Q3 		$5.79M Buy
204,398
+10,886
+6% +$313K 2.07% 11
2024
Q2 		$5.42M Buy
193,512
+4,254
+2% +$118K 2.02% 11
2024
Q1 		$5.33M Buy
189,258
+2,119
+1% +$59.8K 1.97% 13
2023
Q4 		$5.3M Buy
187,139
+564
+0.3% +$15.7K 2.09% 9
2023
Q3 		$5.1M Buy
186,575
+12,945
+7% +$362K 2.15% 9
2023
Q2 		$4.91M Buy
+173,630
New +$5M 2.09% 12

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