Creekmur Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Creekmur Asset 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	$809	Sell	28 -5	-15%	-$144	﹤0.01%	667
2025 Q2	$949	Hold	33	–	–	﹤0.01%	671
2025 Q1	$943	Hold	33	–	–	﹤0.01%	630
2024 Q4	$920	Hold	33	–	–	﹤0.01%	686
2024 Q3	$959	Hold	33	–	–	﹤0.01%	738
2024 Q2	$925	Hold	33	–	–	﹤0.01%	797
2024 Q1	$930	Hold	33	–	–	﹤0.01%	723
2023 Q4	$942	Buy	+33	New	+$916	﹤0.01%	732

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

RBA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MFG

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

Creekmur Asset Management's SPTI Position: Q3 2025 in Review

Creekmur Asset Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 15% in Q3 2025, selling an estimated $144 and leaving 28 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Creekmur Asset Management first reported a position in SPTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $959 in Q3 2024. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

Creekmur Asset Management held 28 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $809 as of Q3 2025.
Creekmur Asset Management sold 5 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $144.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #667 holding.
Creekmur Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $959 in Q3 2024.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.