DHJJ Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

DHJJ Financial Advisors’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	-344	Closed	-$9.83K	–	987
2025 Q1	$9.83K	Hold	344	–	–	﹤0.01%	517
2024 Q4	$9.59K	Hold	344	–	–	﹤0.01%	506
2024 Q3	$10K	Hold	344	–	–	﹤0.01%	500
2024 Q2	$9.64K	Hold	344	–	–	﹤0.01%	464
2024 Q1	$9.69K	Hold	344	–	–	﹤0.01%	451
2023 Q4	$9.82K	Hold	344	–	–	﹤0.01%	444
2023 Q3	$9.47K	Buy	+344	New	+$9.61K	﹤0.01%	443

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 $432B AUM 30.22% 1-Year Est. Return

RBA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DHJJ Financial Advisors's SPTI Position: Q2 2025 in Review

DHJJ Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 344 shares — an estimated $9.83K sold.

DHJJ Financial Advisors first reported a position in SPTI in Q3 2023 and held it in 7 quarters. The position peaked at $10K in Q3 2024. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

DHJJ Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
DHJJ Financial Advisors sold 344 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $9.83K.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and held it in 7 quarters.
DHJJ Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $10K in Q3 2024.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on DHJJ Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.