Gradient Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Gradient Investments’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 Q2	$43.7M	Buy	1,540,075 +194,750	+14%	+$5.54M	0.6%	51
2026 Q1	$38.6M	Buy	1,345,325 +70,465	+6%	+$2.03M	0.6%	52
2025 Q4	$36.8M	Buy	1,274,860 +56,300	+5%	+$1.63M	0.58%	54
2025 Q3	$35.2M	Buy	1,218,560 +64,799	+6%	+$1.86M	0.59%	55
2025 Q2	$33.2M	Buy	1,153,761 +2,561	+0.2%	+$72.9K	0.61%	56
2025 Q1	$32.9M	Buy	1,151,200 +1,137,296	+8,180%	+$32M	0.66%	51
2024 Q4	$388K	Sell	13,904 -756,163	-98%	-$21.4M	0.01%	252
2024 Q3	$22.4M	Buy	770,067 +5,487	+0.7%	+$158K	0.47%	65
2024 Q2	$21.4M	Buy	764,580 +755,275	+8,117%	+$21M	0.48%	63
2024 Q1	$262K	Sell	9,305 -6,980	-43%	-$197K	0.01%	269
2023 Q4	$465K	Sell	16,285 -1,900	-10%	-$52.7K	0.01%	264
2023 Q3	$501K	Sell	18,185 -5,559	-23%	-$155K	0.01%	224
2023 Q2	$672K	Sell	23,744 -1,911,570	-99%	-$55M	0.02%	197
2023 Q1	$56M	Sell	1,935,314 -2,132,220	-52%	-$61M	1.53%	12
2022 Q4	$115M	Sell	4,067,534 -751,210	-16%	-$21.2M	3.62%	4
2022 Q3	$136M	Buy	4,818,744 +3,110,412	+182%	+$91M	4.15%	3
2022 Q2	$50.3M	Buy	1,708,332 +670,447	+65%	+$19.8M	1.47%	11
2022 Q1	$31.4M	Sell	1,037,885 -68,202	-6%	-$2.13M	0.81%	24
2021 Q4	$35.5M	Buy	1,106,087 +667,264	+152%	+$21.4M	0.9%	23
2021 Q3	$14.2M	Buy	438,823 +89,581	+26%	+$2.92M	0.4%	52
2021 Q2	$11.3M	Sell	349,242 -4,989	-1%	-$161K	0.33%	93
2021 Q1	$11.4M	Sell	354,231 -320,763	-48%	-$10.5M	0.37%	55
2020 Q4	$22.4M	Sell	674,994 -6,386	-0.9%	-$211K	0.95%	24
2020 Q3	$22.6M	Sell	681,380 -108,097	-14%	-$3.59M	0.95%	24
2020 Q2	$26.2M	Sell	789,477 -208,256	-21%	-$6.89M	1.2%	16
2020 Q1	$33.1M	Buy	997,733 +441,360	+79%	+$14M	1.78%	11
2019 Q4	$17.2M	Buy	556,373 +386,476	+227%	+$12M	0.77%	23
2019 Q3	$5.31M	Buy	169,897 +21,357	+14%	+$665K	0.26%	98
2019 Q2	$4.59M	Buy	+148,540	New	+$4.51M	0.24%	90

Other funds holding SPTI

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AFA

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return