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

Congress 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 Q2	$321K	Sell	11,150 -2,561,647	-100%	-$73M	﹤0.01%	1048
2025 Q1	$73.5M	Sell	2,572,797 -373,367	-13%	-$10.5M	0.88%	13
2024 Q4	$82.1M	Sell	2,946,164 -134,909	-4%	-$3.81M	1.13%	9
2024 Q3	$89.5M	Sell	3,081,073 -379,135	-11%	-$10.9M	1.19%	10
2024 Q2	$97M	Sell	3,460,208 -53,005	-2%	-$1.47M	1.54%	10
2024 Q1	$99M	Buy	3,513,213 +140,327	+4%	+$3.96M	1.71%	7
2023 Q4	$96.3M	Sell	3,372,886 -431,794	-11%	-$12M	1.77%	7
2023 Q3	$105M	Sell	3,804,680 -135,399	-3%	-$3.78M	2.16%	5
2023 Q2	$111M	Buy	3,940,079 +291,139	+8%	+$8.38M	2.58%	4
2023 Q1	$106M	Sell	3,648,940 -566,501	-13%	-$16.2M	2.55%	4
2022 Q4	$119M	Buy	4,215,441 +1,375,199	+48%	+$38.8M	3.06%	2
2022 Q3	$79.9M	Buy	2,840,242 +88,571	+3%	+$2.59M	2.15%	6
2022 Q2	$81.1M	Buy	+2,751,671	New	+$81.3M	2.07%	5

Other funds holding SPTI

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

Congress Wealth Management's SPTI Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 100% in Q2 2025, selling an estimated $73M and leaving 11,150 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Congress Wealth Management first reported a position in SPTI in Q2 2022 and has held it in 13 quarters since. The position peaked at $119M in Q4 2022. 386 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

Congress Wealth Management held 11,150 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $321K as of Q2 2025.
Congress Wealth Management sold 2,561,647 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $73M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1048 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 13 quarters since.
Congress Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $119M in Q4 2022.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.