Envestnet Portfolio Solutions
SPTI icon

Envestnet Portfolio Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$28.3M Buy
986,785
+151,215
+18% +$4.36M 0.16% 89
2025
Q4 		$24.1M Buy
835,570
+787,660
+1,644% +$22.8M 0.08% 119
2025
Q3 		$1.38M Sell
47,910
-10,246
-18% -$294K 0.01% 632
2025
Q2 		$1.67M Sell
58,156
-2,777
-5% -$79.1K 0.01% 615
2025
Q1 		$1.74M Buy
60,933
+9,274
+18% +$261K 0.01% 624
2024
Q4 		$1.44M Sell
51,659
-786
-1% -$22.2K ﹤0.01% 784
2024
Q3 		$1.52M Sell
52,445
-1,598
-3% -$45.9K 0.01% 761
2024
Q2 		$1.51M Sell
54,043
-295,628
-85% -$8.22M 0.01% 728
2024
Q1 		$9.85M Buy
349,671
+6,209
+2% +$175K 0.04% 231
2023
Q4 		$9.81M Buy
343,462
+181,697
+112% +$5.04M 0.04% 213
2023
Q3 		$4.45M Buy
+161,765
New +$4.52M 0.02% 337

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return