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Global Retirement Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Global Retirement Partners’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
Q4 		$3.39M Sell
117,461
-6,441
-5% -$186K 0.06% 296
2025
Q3 		$3.58M Sell
123,902
-9,900
-7% -$284K 0.08% 223
2025
Q2 		$3.85M Buy
+133,802
New +$3.81M 0.1% 196
2024
Q4 		$4.09M Buy
146,762
+9,098
+7% +$257K 0.12% 172
2024
Q3 		$4M Sell
137,664
-40,578
-23% -$1.16M 0.12% 162
2024
Q2 		$4.99M Sell
178,242
-17,060
-9% -$475K 0.16% 135
2024
Q1 		$5.5M Sell
195,302
-213,341
-52% -$6.02M 0.21% 111
2023
Q4 		$11.6M Buy
408,643
+7,011
+2% +$195K 0.49% 41
2023
Q3 		$11M Sell
401,632
-125,736
-24% -$3.51M 0.55% 34
2023
Q2 		$14.9M Buy
527,368
+30,856
+6% +$888K 0.73% 24
2023
Q1 		$14.5M Buy
496,512
+118,237
+31% +$3.38M 0.77% 23
2022
Q4 		$10.7M Buy
378,275
+4,180
+1% +$118K 0.73% 22
2022
Q3 		$10.4M Buy
374,095
+216,852
+138% +$6.34M 0.79% 19
2022
Q2 		$4.63M Buy
157,243
+1,091
+0.7% +$32.2K 0.37% 53
2022
Q1 		$4.66M Buy
+156,152
New +$4.87M 0.37% 60
2021
Q4 		– Sell
-344,616
Closed -$11.1M – 1579
2021
Q3 		$11.1M Buy
344,616
+30,661
+10% +$1,000K 1.1% 14
2021
Q2 		$10.2M Buy
313,955
+28,353
+10% +$916K 1.04% 17
2021
Q1 		$9.16M Sell
285,602
-90,032
-24% -$2.94M 1.07% 17
2020
Q4 		$12.4M Buy
375,634
+12,400
+3% +$410K 1.56% 10
2020
Q3 		$12.1M Buy
363,234
+157,850
+77% +$5.25M 1.77% 9
2020
Q2 		$6.82M Sell
205,384
-76,614
-27% -$2.54M 1.09% 16
2020
Q1 		$9.34M Buy
281,998
+93,854
+50% +$2.99M 1.77% 9
2019
Q4 		$5.82M Buy
188,144
+187,994
+125,329% +$5.85M 0.89% 22
2019
Q3 		$5K Hold
150
– – ﹤0.01% 1312
2019
Q2 		$5K Hold
150
– – ﹤0.01% 1300
2019
Q1 		$5K Hold
150
– – ﹤0.01% 1252
2018
Q4 		$4K Hold
150
– – ﹤0.01% 1232
2018
Q3 		$4K Hold
150
– – ﹤0.01% 1287
2018
Q2 		$4K Hold
150
– – ﹤0.01% 1264
2018
Q1 		$4K Hold
150
– – ﹤0.01% 1219
2017
Q4 		$4K Hold
150
– – ﹤0.01% 1177
2017
Q3 		$4K Hold
150
– – ﹤0.01% 1053
2017
Q2 		$4K Hold
150
– – ﹤0.01% 993
2017
Q1 		$4K Buy
+150
New +$4.48K ﹤0.01% 955

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B 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
MERSOM
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global Retirement Partners's SPTI Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 5.2% in Q4 2025, selling an estimated $186K and leaving 117,461 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #296.

Global Retirement Partners first reported a position in SPTI in Q1 2017 and has held it in 34 quarters since. The position peaked at $14.9M in Q2 2023. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • Global Retirement Partners held 117,461 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $3.39M as of Q4 2025.
  • Global Retirement Partners sold 6,441 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $186K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #296 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2017 and has held it in 34 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14.9M in Q2 2023.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.