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MassMutual Private Wealth & Trust’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

MassMutual Private Wealth & Trust’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
-291
Closed -$8.39K – 2495
2025
Q4 		$8.39K Hold
291
– – ﹤0.01% 1464
2025
Q3 		$8.41K Buy
+291
New +$8.36K ﹤0.01% 1459
2024
Q4 		– Sell
-115
Closed -$3.34K – 2359
2024
Q3 		$3.34K Buy
+115
New +$3.3K ﹤0.01% 1500
2021
Q1 		– Sell
-1,407
Closed -$47K – 1178
2020
Q4 		$47K Buy
+1,407
New +$46.5K ﹤0.01% 448
2019
Q1 		– Sell
-60,448
Closed -$1.8M – 981
2018
Q4 		$1.8M Sell
60,448
-1,672
-3% -$48.7K 0.15% 141
2018
Q3 		$1.81M Sell
62,120
-1,718
-3% -$50.2K 0.13% 147
2018
Q2 		$1.87M Buy
+63,838
New +$1.87M 0.15% 143

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