Intrua Financial’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Intrua Financial’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
2023 Q3	–	Sell	-10,448	Closed	-$296K	–	372
2023 Q2	$296K	Buy	10,448 +33	+0.3%	+$949	0.05%	279
2023 Q1	$303K	Sell	10,415 -2,185	-17%	-$62.5K	0.06%	250
2022 Q4	$366K	Sell	12,600 -1,432	-10%	-$40.4K	0.08%	226
2022 Q3	$395K	Sell	14,032 -23,379	-62%	-$684K	0.11%	192
2022 Q2	$1.1M	Sell	37,411 -33,461	-47%	-$988K	0.23%	98
2022 Q1	$2.15M	Buy	70,872 +24,983	+54%	+$779K	0.38%	50
2021 Q4	$1.47M	Buy	45,889 +6,431	+16%	+$206K	0.26%	87
2021 Q3	$1.27M	Sell	39,458 -2,012	-5%	-$65.6K	0.23%	97
2021 Q2	$1.35M	Buy	41,470 +2,534	+7%	+$81.9K	0.32%	68
2021 Q1	$1.25M	Buy	38,936 +31,161	+401%	+$1.02M	0.32%	69
2020 Q4	$257K	Sell	7,775 -10,360	-57%	-$342K	0.11%	169
2020 Q3	$598K	Buy	+18,135	New	+$603K	0.29%	73

Other funds holding SPTI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrua Financial's SPTI Position: Q3 2023 in Review

Intrua Financial sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 10,448 shares — an estimated $296K sold.

Intrua Financial first reported a position in SPTI in Q3 2020 and held it in 12 quarters. The position peaked at $2.15M in Q1 2022. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

Intrua Financial reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Intrua Financial sold 10,448 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $296K.
Intrua Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2020 and held it in 12 quarters.
Intrua Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.15M in Q1 2022.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on Intrua Financial's 13F filing for Q3 2023, filed 28 May 2025.