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Financial & Tax Architects’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Financial & Tax Architects’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
-119,647
Closed -$3.42M – 110
2025
Q1 		$3.42M Buy
+119,647
New +$3.37M 0.86% 38

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial & Tax Architects's SPTI Position: Q2 2025 in Review

Financial & Tax Architects sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 119,647 shares — an estimated $3.42M sold.

Financial & Tax Architects first reported a position in SPTI in Q1 2025 and held it in 1 quarter. The position peaked at $3.42M in Q1 2025. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • Financial & Tax Architects reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 119,647 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $3.42M.
  • Financial & Tax Architects first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Financial & Tax Architects's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.42M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Financial & Tax Architects's 13F filing for Q2 2025, filed 13 Aug 2025.