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

Castleview 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
-1,792
Closed -$50K – 508
2024
Q4 		$50K Buy
1,792
+149
+9% +$4.21K 0.03% 339
2024
Q3 		$47.7K Buy
1,643
+590
+56% +$16.9K 0.03% 327
2024
Q2 		$29.5K Sell
1,053
-926
-47% -$25.8K 0.02% 393
2024
Q1 		$55.8K Sell
1,979
-190
-9% -$5.37K 0.03% 339
2023
Q4 		$61.9K Buy
2,169
+1,915
+754% +$53.1K 0.04% 265
2023
Q3 		$6.99K Sell
254
-94
-27% -$2.63K 0.01% 450
2023
Q2 		$9.85K Sell
348
-315
-48% -$9.06K 0.01% 436
2023
Q1 		$19.2K Sell
663
-370
-36% -$10.6K 0.02% 351
2022
Q4 		$29.2K Sell
1,033
-1,439
-58% -$40.6K 0.03% 273
2022
Q3 		$70K Buy
2,472
+2,423
+4,945% +$70.9K 0.07% 201
2022
Q2 		$2.85K Sell
49
-114
-70% -$3.37K ﹤0.01% 607
2022
Q1 		$4K Buy
+163
New +$5.08K ﹤0.01% 596
2021
Q2 		$31K Buy
+969
New +$31.3K 0.01% 492

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 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 $424B AUM 22.96% 1-Year Est. Return

Castleview Partners's SPTI Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 1,792 shares — an estimated $50K sold.

Castleview Partners first reported a position in SPTI in Q2 2021 and held it in 13 quarters. The position peaked at $70K in Q3 2022. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,792 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $50K.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $70K in Q3 2022.
  • 367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.