Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Kovitz Investment Group Partners’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
Q1 		– Sell
-39,580
Closed -$1.1M – 1311
2024
Q4 		$1.1M Sell
39,580
-6,961
-15% -$197K 0.01% 698
2024
Q3 		$1.35M Sell
46,541
-33,666
-42% -$967K 0.01% 560
2024
Q2 		$2.25M Sell
80,207
-2,525
-3% -$70.2K 0.02% 416
2024
Q1 		$2.33M Buy
+82,732
New +$2.34M 0.03% 286

Other funds holding SPTI

LPL Financial
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners's SPTI Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 39,580 shares — an estimated $1.1M sold.

Kovitz Investment Group Partners first reported a position in SPTI in Q1 2024 and held it in 4 quarters. The position peaked at $2.33M in Q1 2024. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 39,580 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $1.1M.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.33M in Q1 2024.
  • 367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.