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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$177K Sell
6,359
-33,201
-84% -$939K 0.13% 107
2024
Q3 		$1.15M Buy
39,560
+655
+2% +$18.8K 0.33% 67
2024
Q2 		$1.09M Buy
38,905
+10,301
+36% +$287K 0.31% 73
2024
Q1 		$806K Buy
28,604
+1,426
+5% +$40.3K 0.24% 89
2023
Q4 		$776K Sell
27,178
-3,453
-11% -$95.8K 0.26% 79
2023
Q3 		$843K Buy
+30,631
New +$856K 0.3% 69
2023
Q1 		$117K Buy
+4,031
New +$115K 0.04% 274

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPTI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 84% in Q4 2024, selling an estimated $939K and leaving 6,359 shares worth $177K. The position accounts for 0.13% of the portfolio, ranked #107.

Householder Group Estate & Retirement Specialist first reported a position in SPTI in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2024. 360 funds tracked by Wall St. Rank hold SPTI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 6,359 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $177K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 33,201 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2024, an estimated $939K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.13% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #107 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.15M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.