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Aveo Capital Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-9,486
Closed -$264K – 312
2024
Q4 		$264K Buy
9,486
+700
+8% +$19.8K 0.03% 305
2024
Q3 		$255K Sell
8,786
-11
-0.1% -$316 0.03% 301
2024
Q2 		$246K Sell
8,797
-6,740
-43% -$187K 0.03% 283
2024
Q1 		$431K Sell
15,537
-7,825
-33% -$221K 0.05% 238
2023
Q4 		$667K Sell
23,362
-163,109
-87% -$4.53M 0.08% 171
2023
Q3 		$5.13M Buy
186,471
+3,942
+2% +$110K 0.67% 44
2023
Q2 		$5.16M Sell
182,529
-3,872
-2% -$111K 0.66% 46
2023
Q1 		$5.39M Buy
186,401
+121,855
+189% +$3.48M 0.72% 42
2022
Q4 		$1.82M Buy
64,546
+42,409
+192% +$1.2M 0.27% 82
2022
Q3 		$623K Buy
22,137
+12,821
+138% +$375K 0.11% 139
2022
Q2 		$275K Buy
+9,316
New +$275K 0.05% 230
2019
Q3 		– Sell
-9,958
Closed -$307K – 202
2019
Q2 		$307K Buy
+9,958
New +$302K 0.13% 135

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aveo Capital Partners's SPTI Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 9,486 shares — an estimated $264K sold.

Aveo Capital Partners first reported a position in SPTI in Q2 2019 and held it in 12 quarters. The position peaked at $5.39M in Q1 2023. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 9,486 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $264K.
  • Aveo Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and held it in 12 quarters.
  • Aveo Capital Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.39M in Q1 2023.
  • 367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.