Kathleen S. Wright Associates’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Kathleen S. Wright Associates’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 Q2	–	Sell	-590	Closed	-$16.9K	–	253
2025 Q1	$16.9K	Hold	590	–	–	0.01%	197
2024 Q4	$16.4K	Hold	590	–	–	0.01%	205
2024 Q3	$17.1K	Buy	590 +1	+0.2%	+$29	0.01%	215
2024 Q2	$16.5K	Hold	589	–	–	0.01%	175
2024 Q1	$16.6K	Hold	589	–	–	0.01%	168
2023 Q4	$16.8K	Buy	589 +1	+0.2%	+$28	0.01%	149
2023 Q3	$16.2K	Hold	588	–	–	0.01%	142
2023 Q2	$16.6K	Hold	588	–	–	0.01%	127
2023 Q1	$17K	Hold	588	–	–	0.01%	123
2022 Q4	$17K	Buy	588 +473	+411%	+$13.3K	0.01%	142
2022 Q3	$3K	Hold	115	–	–	﹤0.01%	170
2022 Q2	$3K	Sell	115 -443	-79%	-$13.1K	﹤0.01%	139
2022 Q1	$17K	Buy	+558	New	+$17.4K	0.01%	127

Other funds holding SPTI

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

MERSOM

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

RBA

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

Kathleen S. Wright Associates's SPTI Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 590 shares — an estimated $16.9K sold.

Kathleen S. Wright Associates first reported a position in SPTI in Q1 2022 and held it in 13 quarters. The position peaked at $17.1K in Q3 2024. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

Kathleen S. Wright Associates reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Kathleen S. Wright Associates sold 590 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $16.9K.
Kathleen S. Wright Associates first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2022 and held it in 13 quarters.
Kathleen S. Wright Associates's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $17.1K in Q3 2024.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.