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Focus Partners Advisor Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Focus Partners Advisor 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
2025
Q3 		– Sell
-18,752
Closed -$540K – 1278
2025
Q2 		$540K Sell
18,752
-6,785
-27% -$193K 0.01% 647
2025
Q1 		$730K Buy
25,537
+45
+0.2% +$1.27K 0.01% 466
2024
Q4 		$711K Sell
25,492
-130
-0.5% -$3.67K 0.01% 398
2024
Q3 		$745K Buy
+25,622
New +$736K 0.02% 354
2024
Q1 		– Sell
-32,256
Closed -$921K – 637
2023
Q4 		$921K Buy
32,256
+2,379
+8% +$66K 0.04% 177
2023
Q3 		$823K Sell
29,877
-1,679
-5% -$46.9K 0.04% 186
2023
Q2 		$893K Hold
31,556
– – 0.05% 149
2023
Q1 		$913K Sell
31,556
-19
-0.1% -$543 0.06% 133
2022
Q4 		$892K Sell
31,575
-2,991
-9% -$84.4K 0.07% 133
2022
Q3 		$972K Sell
34,566
-1,738
-5% -$50.8K 0.06% 151
2022
Q2 		$1.07M Buy
36,304
+28,279
+352% +$835K 0.09% 107
2022
Q1 		$243K Sell
8,025
-69,778
-90% -$2.18M 0.02% 281
2021
Q4 		$2.49M Buy
+77,803
New +$2.5M 0.52% 18

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
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

Focus Partners Advisor Solutions's SPTI Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 18,752 shares — an estimated $540K sold.

Focus Partners Advisor Solutions first reported a position in SPTI in Q4 2021 and held it in 13 quarters. The position peaked at $2.49M in Q4 2021. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

  • Focus Partners Advisor Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 18,752 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $540K.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 13 quarters.
  • Focus Partners Advisor Solutions's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.49M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.