Founders Financial Alliance’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Founders Financial Alliance’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	$3.24K	Hold	113	–	–	﹤0.01%	696
2025 Q4	$3.26K	Hold	113	–	–	﹤0.01%	567
2025 Q3	$3.27K	Hold	113	–	–	﹤0.01%	667
2025 Q2	$3.25K	Hold	113	–	–	﹤0.01%	508
2025 Q1	$3.23K	Hold	113	–	–	﹤0.01%	575
2024 Q4	$3.15K	Hold	113	–	–	﹤0.01%	535
2024 Q3	$3.28K	Hold	113	–	–	﹤0.01%	546
2024 Q2	$3.17K	Hold	113	–	–	﹤0.01%	527
2024 Q1	$3.18K	Buy	+113	New	+$3.19K	﹤0.01%	528
2023 Q3	–	Sell	-1,032	Closed	-$29.2K	–	512
2023 Q2	$29.2K	Buy	+1,032	New	+$29.7K	0.01%	385
2021 Q2	–	Sell	-316	Closed	-$10K	–	491
2021 Q1	$10K	Buy	+316	New	+$10.3K	﹤0.01%	404

Other funds holding SPTI

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

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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return