Certus Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Certus Wealth Management’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 Q3	$683K	Sell	23,633 -2,845	-11%	-$81.7K	0.41%	42
2025 Q2	$762K	Hold	26,478	–	–	0.49%	36
2025 Q1	$749K	Sell	26,478 -883	-3%	-$24.9K	0.51%	35
2024 Q4	$766K	Buy	27,361 +1,758	+7%	+$49.7K	0.51%	34
2024 Q3	$744K	Sell	25,603 -1,843	-7%	-$52.9K	0.52%	33
2024 Q2	$769K	Buy	27,446 +136	+0.5%	+$3.78K	0.58%	37
2024 Q1	$758K	Sell	27,310 -2,022	-7%	-$57.1K	0.6%	34
2023 Q4	$838K	Sell	29,332 -15,012	-34%	-$417K	0.71%	29
2023 Q3	$1.22M	Sell	44,344 -25,900	-37%	-$724K	1.17%	21
2023 Q2	$1.99M	Buy	+70,244	New	+$2.02M	1.97%	13

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

MFG

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

Certus Wealth Management's SPTI Position: Q3 2025 in Review

Certus Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 11% in Q3 2025, selling an estimated $81.7K and leaving 23,633 shares worth $683K. The position accounts for 0.41% of the portfolio, ranked #42.

Certus Wealth Management first reported a position in SPTI in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q2 2023. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

Certus Wealth Management held 23,633 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $683K as of Q3 2025.
Certus Wealth Management sold 2,845 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $81.7K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.41% of Certus Wealth Management's portfolio in Q3 2025, its #42 holding.
Certus Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.99M in Q2 2023.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.