Beirne Wealth Consulting Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Beirne Wealth Consulting 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 Q4	–	Sell	-11,313	Closed	-$327K	–	213
2025 Q3	$327K	Buy	+11,313	New	+$325K	0.08%	144
2024 Q1	–	Sell	-7,365	Closed	-$210K	–	145
2023 Q4	$210K	Buy	+7,365	New	+$204K	0.1%	138

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beirne Wealth Consulting Services's SPTI Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 11,313 shares — an estimated $327K sold.

Beirne Wealth Consulting Services first reported a position in SPTI in Q4 2023 and held it in 2 quarters. The position peaked at $327K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 11,313 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $327K.
Beirne Wealth Consulting Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 2 quarters.
Beirne Wealth Consulting Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $327K in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.