Eastern Bank’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Eastern Bank’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
2026 Q2	$2.56K	Hold	90	–	–	﹤0.01%	963
2026 Q1	$2.58K	Hold	90	–	–	﹤0.01%	986
2025 Q4	$2.6K	Hold	90	–	–	﹤0.01%	1013
2025 Q3	$2.6K	Hold	90	–	–	﹤0.01%	949
2025 Q2	$2.59K	Hold	90	–	–	﹤0.01%	866
2025 Q1	$2.57K	Hold	90	–	–	﹤0.01%	910
2024 Q4	$2.51K	Hold	90	–	–	﹤0.01%	880
2024 Q3	$2.62K	Buy	+90	New	+$2.58K	﹤0.01%	859

Other funds holding SPTI

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return