Clark Capital Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Clark Capital Management Group’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	–	Sell	-190,630	Closed	-$5.45M	–	468
2025 Q1	$5.45M	Buy	+190,630	New	+$5.36M	0.04%	186
2023 Q2	–	Sell	-23,125,477	Closed	-$669M	–	367
2023 Q1	$669M	Buy	+23,125,477	New	+$661M	7.49%	2
2020 Q3	–	Sell	-12,332,227	Closed	-$410M	–	333
2020 Q2	$410M	Buy	+12,332,227	New	+$408M	7.66%	1
2019 Q3	–	Sell	-6,382,046	Closed	-$197M	–	321
2019 Q2	$197M	Buy	+6,382,046	New	+$194M	4.16%	2
2016 Q1	–	Sell	-2,335,838	Closed	-$70.3M	–	352
2015 Q4	$70.3M	Buy	+2,335,838	New	+$70.3M	5.7%	1

Other funds holding SPTI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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