Howe & Rusling’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-2,997	Closed	-$86.6K	–	499
2025 Q3	$86.6K	Buy	+2,997	New	+$86.1K	0.01%	326
2024 Q1	–	Sell	-73	Closed	-$2.08K	–	412
2023 Q4	$2.08K	Buy	+73	New	+$2.03K	﹤0.01%	361

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Howe & Rusling's SPTI Position: Q4 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 2,997 shares — an estimated $86.6K sold.

Howe & Rusling first reported a position in SPTI in Q4 2023 and held it in 2 quarters. The position peaked at $86.6K in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

Howe & Rusling reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Howe & Rusling sold 2,997 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $86.6K.
Howe & Rusling first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 2 quarters.
Howe & Rusling's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $86.6K in Q3 2025.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.