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

Empirical 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
Q4 		– Sell
-9,809
Closed -$283K – 383
2025
Q3 		$283K Buy
9,809
+80
+0.8% +$2.3K 0.08% 299
2025
Q2 		$280K Buy
9,729
+351
+4% +$10K 0.09% 269
2025
Q1 		$268K Sell
9,378
-29,796
-76% -$839K 0.09% 261
2024
Q4 		$290K Sell
39,174
-495
-1% -$14K 0.1% 229
2024
Q3 		$315K Buy
39,669
+80
+0.2% +$2.3K 0.11% 223
2024
Q2 		$303K Buy
39,589
+29,143
+279% +$811K 0.11% 248
2024
Q1 		$294K Buy
10,446
+50
+0.5% +$1.41K 0.14% 206
2023
Q4 		$297K Buy
10,396
+986
+10% +$27.4K 0.24% 137
2023
Q3 		$259K Buy
9,410
+63
+0.7% +$1.76K 0.23% 131
2023
Q2 		$264K Buy
9,347
+57
+0.6% +$1.64K 0.23% 127
2023
Q1 		$269K Sell
9,290
-589
-6% -$16.8K 0.26% 115
2022
Q4 		$279K Buy
9,879
+53
+0.5% +$1.5K 0.29% 121
2022
Q3 		$276K Buy
9,826
+28
+0.3% +$819 0.3% 116
2022
Q2 		$289K Sell
9,798
-482
-5% -$14.2K 0.3% 120
2022
Q1 		$311K Buy
10,280
+41
+0.4% +$1.28K 0.3% 108
2021
Q4 		$328K Buy
+10,239
New +$329K 0.32% 104

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Empirical Asset Management's SPTI Position: Q4 2025 in Review

Empirical Asset Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 9,809 shares — an estimated $283K sold.

Empirical Asset Management first reported a position in SPTI in Q4 2021 and held it in 16 quarters. The position peaked at $328K in Q4 2021. 409 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • Empirical Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Empirical Asset Management sold 9,809 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $283K.
  • Empirical Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 16 quarters.
  • Empirical Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $328K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.