M1FG
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Mach-1 Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Mach-1 Financial Group’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 		– Sell
-19,068
Closed -$550K – 274
2025
Q4 		$550K Buy
+19,068
New +$552K 0.11% 158
2024
Q1 		– Sell
-8,318
Closed -$238K – 199
2023
Q4 		$238K Sell
8,318
-800
-9% -$22.2K 0.09% 202
2023
Q3 		$251K Sell
9,118
-382
-4% -$10.7K 0.11% 176
2023
Q2 		$269K Buy
9,500
+9,333
+5,589% +$268K 0.11% 173
2023
Q1 		$4.83M Buy
+167
New +$4.78K 0.03% 181
2022
Q4 		– Sell
-167
Closed -$4K – 417
2022
Q3 		$4K Hold
167
– – ﹤0.01% 294
2022
Q2 		$4K Buy
+167
New +$4.93K ﹤0.01% 322

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