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

Flaharty 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
Q2 		– Sell
-1,691
Closed -$48.3K – 432
2025
Q1 		$48.3K Buy
+1,691
New +$47.6K 0.01% 217
2024
Q4 		– Sell
-1,691
Closed -$49.1K – 377
2024
Q3 		$49.1K Buy
+1,691
New +$48.5K 0.01% 213

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

Flaharty Asset Management's SPTI Position: Q2 2025 in Review

Flaharty Asset Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 1,691 shares — an estimated $48.3K sold.

Flaharty Asset Management first reported a position in SPTI in Q3 2024 and held it in 2 quarters. The position peaked at $49.1K in Q3 2024. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • Flaharty Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 1,691 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $48.3K.
  • Flaharty Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Flaharty Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $49.1K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.