Global Financial Private Client’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Global Financial Private Client’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	-13,436	Closed	-$387K	–	238
2025 Q2	$387K	Buy	+13,436	New	+$383K	0.15%	161
2024 Q2	–	Sell	-2,235	Closed	-$62.4K	–	723
2024 Q1	$62.4K	Sell	2,235 -4,178	-65%	-$118K	0.03%	286
2023 Q4	$183K	Buy	+6,413	New	+$178K	0.09%	180
2023 Q2	–	Sell	-493	Closed	-$14.3K	–	703
2023 Q1	$14.3K	Sell	493 -1,232	-71%	-$35.2K	0.01%	412
2022 Q4	$48.7K	Buy	1,725 +844	+96%	+$23.8K	0.03%	277
2022 Q3	$24.9K	Buy	+881	New	+$25.8K	0.01%	337

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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