Donoghue Forlines’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Donoghue Forlines’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	-988,393	Closed	-$28.2M	–	138
2025 Q1	$28.2M	Buy	+988,393	New	+$27.8M	8.95%	2
2024 Q3	–	Sell	-891,251	Closed	-$25M	–	272
2024 Q2	$25M	Sell	891,251 -28,668	-3%	-$797K	7.1%	2
2024 Q1	$25.9M	Buy	+919,919	New	+$26M	7.38%	3
2023 Q4	–	Sell	-196,362	Closed	-$5.41M	–	255
2023 Q3	$5.41M	Buy	+196,362	New	+$5.49M	1.92%	8
2023 Q1	–	Sell	-134,779	Closed	-$3.81M	–	258
2022 Q4	$3.81M	Sell	134,779 -19,197	-12%	-$542K	1.35%	11
2022 Q3	$4.33M	Buy	153,976 +23,198	+18%	+$678K	1.56%	13
2022 Q2	$3.85M	Sell	130,778 -67,995	-34%	-$2.01M	1.01%	14
2022 Q1	$6.02M	Buy	+198,773	New	+$6.2M	1.3%	13

Other funds holding SPTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Richard Bernstein Advisors New York $3.45B AUM 16.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Donoghue Forlines's SPTI Position: Q2 2025 in Review

Donoghue Forlines sold out of State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q2 2025, closing a stake of 988,393 shares — an estimated $28.2M sold.

Donoghue Forlines first reported a position in SPTI in Q1 2022 and held it in 8 quarters. The position peaked at $28.2M in Q1 2025. 390 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

Donoghue Forlines reported no remaining State Street SPDR Portfolio Intermediate Term Treasury Index ETF position as of Q2 2025 after selling out during the quarter.
Donoghue Forlines sold 988,393 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q2 2025, an estimated $28.2M.
Donoghue Forlines first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q1 2022 and held it in 8 quarters.
Donoghue Forlines's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $28.2M in Q1 2025.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q2 2025.

Based on Donoghue Forlines's 13F filing for Q2 2025, filed 8 Aug 2025.