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

Howard Bailey 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
2026
Q1 		$595K Sell
20,775
-3,345
-14% -$96.4K 0.24% 61
2025
Q4 		$696K Sell
24,120
-4,406
-15% -$128K 0.27% 56
2025
Q3 		$824K Buy
28,526
+11,585
+68% +$333K 0.23% 59
2025
Q2 		$487K Sell
16,941
-1,465
-8% -$41.7K 0.15% 75
2025
Q1 		$526K Sell
18,406
-3,896
-17% -$110K 0.18% 75
2024
Q4 		$622K Sell
22,302
-617
-3% -$17.4K 0.23% 64
2024
Q3 		$666K Buy
+22,919
New +$658K 0.25% 59

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return