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Hexagon Capital Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Hexagon Capital 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
Q2 		– Sell
-448
Closed -$12.8K – 1485
2025
Q1 		$12.8K Sell
448
-8
-2% -$225 ﹤0.01% 893
2024
Q4 		$12.7K Buy
456
+56
+14% +$1.58K ﹤0.01% 933
2024
Q3 		$11.6K Sell
400
-15
-4% -$431 ﹤0.01% 874
2024
Q2 		$11.6K Sell
415
-54
-12% -$1.5K ﹤0.01% 832
2024
Q1 		$13.2K Buy
469
+224
+91% +$6.33K ﹤0.01% 781
2023
Q4 		$7K Sell
245
-747
-75% -$20.7K ﹤0.01% 907
2023
Q3 		$27.3K Sell
992
-143
-13% -$4K 0.01% 483
2023
Q2 		$32.1K Sell
1,135
-1
-0.1% -$29 0.01% 454
2023
Q1 		$32.9K Sell
1,136
-37
-3% -$1.06K 0.01% 434
2022
Q4 		$33.1K Buy
+1,173
New +$33.1K 0.01% 429

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