Csenge Advisory Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Csenge Advisory 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 Q3	–	Sell	-20,905	Closed	-$596K	–	767
2025 Q2	$596K	Sell	20,905 -1,040	-5%	-$29.6K	0.03%	384
2025 Q1	$626K	Buy	+21,945	New	+$618K	0.04%	342
2023 Q4	–	Sell	-64,342	Closed	-$1.77M	–	707
2023 Q3	$1.77M	Buy	64,342 +2,154	+3%	+$60.2K	0.12%	145
2023 Q2	$1.76M	Sell	62,188 -416,035	-87%	-$12M	0.12%	142
2023 Q1	$13.8M	Buy	+478,223	New	+$13.7M	1%	23
2021 Q2	–	Sell	-97,553	Closed	-$3.14M	–	583
2021 Q1	$3.14M	Buy	97,553 +15,945	+20%	+$520K	0.32%	62
2020 Q4	$2.7M	Buy	+81,608	New	+$2.7M	0.32%	59
2020 Q3	–	Sell	-440,880	Closed	-$14.6M	–	439
2020 Q2	$14.6M	Buy	+440,880	New	+$14.6M	2.1%	7
2019 Q3	–	Sell	-91,970	Closed	-$2.84M	–	284
2019 Q2	$2.84M	Buy	+91,970	New	+$2.79M	0.97%	20

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 22.96% 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

Csenge Advisory Group's SPTI Position: Q3 2025 in Review

Csenge Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 20,905 shares — an estimated $596K sold.

Csenge Advisory Group first reported a position in SPTI in Q2 2019 and held it in 9 quarters. The position peaked at $14.6M in Q2 2020. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

Csenge Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Csenge Advisory Group sold 20,905 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $596K.
Csenge Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and held it in 9 quarters.
Csenge Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.6M in Q2 2020.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.