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Avantax Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Avantax Advisory Services’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 		$385K Buy
13,373
+2,052
+18% +$58.4K ﹤0.01% 1743
2025
Q1 		$324K Sell
11,321
-3,734
-25% -$105K ﹤0.01% 1783
2024
Q4 		$420K Buy
15,055
+2,892
+24% +$81.8K ﹤0.01% 1565
2024
Q3 		$353K Sell
12,163
-8,520
-41% -$245K ﹤0.01% 1645
2024
Q2 		$580K Sell
20,683
-693
-3% -$19.3K ﹤0.01% 1274
2024
Q1 		$602K Sell
21,376
-1,559
-7% -$44K 0.01% 954
2023
Q4 		$655K Sell
22,935
-6,083
-21% -$169K 0.01% 873
2023
Q3 		$799K Buy
29,018
+121
+0.4% +$3.38K 0.01% 763
2023
Q2 		$818K Buy
28,897
+4,522
+19% +$130K 0.01% 755
2023
Q1 		$705K Buy
24,375
+1,060
+5% +$30.3K 0.01% 785
2022
Q4 		$658K Buy
23,315
+16,161
+226% +$456K 0.01% 759
2022
Q3 		$201K Sell
7,154
-1,940
-21% -$56.7K ﹤0.01% 1215
2022
Q2 		$268K Sell
9,094
-286,539
-97% -$8.46M ﹤0.01% 1060
2022
Q1 		$8.96M Sell
295,633
-1,581
-0.5% -$49.3K 0.12% 122
2021
Q4 		$9.53M Buy
297,214
+10,425
+4% +$335K 0.14% 115
2021
Q3 		$9.27M Buy
286,789
+22,915
+9% +$747K 0.15% 101
2021
Q2 		$8.54M Buy
263,874
+9,549
+4% +$309K 0.16% 106
2021
Q1 		$8.16M Buy
254,325
+76,589
+43% +$2.5M 0.18% 100
2020
Q4 		$5.88M Buy
177,736
+65,375
+58% +$2.16M 0.14% 118
2020
Q3 		$3.73M Buy
112,361
+74,441
+196% +$2.47M 0.06% 246
2020
Q2 		$1.26M Buy
+37,920
New +$1.26M 0.04% 303

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B 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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's SPTI Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 18% in Q2 2025, buying an estimated $58.4K and bringing the position to 13,373 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Avantax Advisory Services first reported a position in SPTI in Q2 2020 and has held it in 21 quarters since. The position peaked at $9.53M in Q4 2021. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • Avantax Advisory Services held 13,373 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $385K as of Q2 2025.
  • Avantax Advisory Services bought 2,052 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $58.4K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1743 holding.
  • Avantax Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9.53M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.