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GWN Securities’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

GWN Securities’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
Q2 		– Sell
-21,604
Closed -$618K – 676
2025
Q1 		$618K Buy
+21,604
New +$608K 0.03% 407

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWN Securities's SPTI Position: Q2 2025 in Review

GWN Securities sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 21,604 shares — an estimated $618K sold.

GWN Securities first reported a position in SPTI in Q1 2025 and held it in 1 quarter. The position peaked at $618K in Q1 2025. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • GWN Securities reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 21,604 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $618K.
  • GWN Securities first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $618K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.