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Independent Advisor Alliance’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Independent Advisor Alliance’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 		$67M Buy
2,337,458
+2,295,031
+5,409% +$66.2M 0.72% 26
2025
Q4 		$1.22M Buy
42,427
+6,908
+19% +$200K 0.03% 418
2025
Q3 		$1.03M Buy
35,519
+3,033
+9% +$87.1K 0.03% 439
2025
Q2 		$935K Buy
32,486
+8,948
+38% +$255K 0.03% 433
2025
Q1 		$673K Sell
23,538
-1,423,582
-98% -$40.1M 0.02% 454
2024
Q4 		$40.3M Buy
1,447,120
+1,420,236
+5,283% +$40.1M 0.53% 34
2024
Q3 		$781K Buy
26,884
+148
+0.6% +$4.25K 0.03% 373
2024
Q2 		$749K Buy
26,736
+3,024
+13% +$84.1K 0.03% 382
2024
Q1 		$668K Buy
23,712
+8,484
+56% +$240K 0.02% 394
2023
Q4 		$435K Buy
+15,228
New +$423K 0.02% 464

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B 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 $38B 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 $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B 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