Mariner
SPTI icon

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

Mariner’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 		$20.2M Buy
704,182
+166,572
+31% +$4.8M 0.02% 467
2025
Q4 		$15.5M Buy
537,610
+44,014
+9% +$1.27M 0.02% 527
2025
Q3 		$14.3M Sell
493,596
-88,088
-15% -$2.53M 0.02% 507
2025
Q2 		$16.7M Sell
581,684
-27,042
-4% -$770K 0.02% 465
2025
Q1 		$17.4M Buy
608,726
+86,164
+16% +$2.42M 0.03% 409
2024
Q4 		$14.6M Buy
522,562
+52,742
+11% +$1.49M 0.02% 441
2024
Q3 		$13.7M Sell
469,820
-31,509
-6% -$905K 0.02% 449
2024
Q2 		$14M Sell
501,329
-9,973
-2% -$277K 0.03% 415
2024
Q1 		$14.4M Buy
511,302
+124,882
+32% +$3.53M 0.03% 409
2023
Q4 		$11M Buy
386,420
+257,821
+200% +$7.15M 0.03% 446
2023
Q3 		$3.54M Sell
128,599
-117,218
-48% -$3.28M 0.01% 764
2023
Q2 		$6.95M Sell
245,817
-70,044
-22% -$2.02M 0.02% 541
2023
Q1 		$9.14M Buy
315,861
+86,410
+38% +$2.47M 0.03% 465
2022
Q4 		$6.48M Buy
229,451
+207,548
+948% +$5.86M 0.02% 519
2022
Q3 		$616K Buy
21,903
+634
+3% +$18.5K ﹤0.01% 1294
2022
Q2 		$627K Sell
21,269
-33,416
-61% -$987K ﹤0.01% 1054
2022
Q1 		$1.66M Buy
54,685
+22,817
+72% +$711K 0.01% 776
2021
Q4 		$1.02M Sell
31,868
-4,410
-12% -$142K ﹤0.01% 820
2021
Q3 		$1.17M Buy
+36,278
New +$1.18M 0.01% 662

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