FAIM
SPTI icon

Financial Advocates Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-146,384
Closed -$4.21M – 532
2025
Q2 		$4.21M Buy
146,384
+9,396
+7% +$268K 0.34% 65
2025
Q1 		$3.92M Sell
136,988
-5,869
-4% -$165K 0.27% 79
2024
Q4 		$3.98M Buy
142,857
+14,530
+11% +$411K 0.23% 95
2024
Q3 		$3.73M Buy
128,327
+4,742
+4% +$136K 0.21% 106
2024
Q2 		$3.46M Buy
123,585
+7,136
+6% +$198K 0.21% 102
2024
Q1 		$3.28M Buy
116,449
+16,320
+16% +$461K 0.19% 123
2023
Q4 		$2.86M Sell
100,129
-4,652
-4% -$129K 0.19% 123
2023
Q3 		$2.91M Buy
104,781
+5,998
+6% +$168K 0.21% 122
2023
Q2 		$2.79M Buy
98,783
+80,223
+432% +$2.31M 0.2% 123
2023
Q1 		$537K Buy
18,560
+7,678
+71% +$220K 0.04% 413
2022
Q4 		$307K Buy
+10,882
New +$307K 0.02% 561

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 $49.2B AUM 14.31% 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 $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Financial Advocates Investment Management's SPTI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 146,384 shares — an estimated $4.21M sold.

Financial Advocates Investment Management first reported a position in SPTI in Q4 2022 and held it in 11 quarters. The position peaked at $4.21M in Q2 2025. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 146,384 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $4.21M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.21M in Q2 2025.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.