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

McAdam LLC’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 		$425K Buy
14,818
+2,929
+25% +$84.4K 0.02% 268
2025
Q4 		$343K Buy
+11,889
New +$344K 0.02% 304
2025
Q3 		– Sell
-7,091
Closed -$204K – 407
2025
Q2 		$204K Sell
7,091
-183
-3% -$5.21K 0.01% 361
2025
Q1 		$208K Sell
7,274
-2,213
-23% -$62.3K 0.01% 322
2024
Q4 		$264K Sell
9,487
-1,103
-10% -$31.2K 0.01% 302
2024
Q3 		$308K Sell
10,590
-1,186
-10% -$34K 0.02% 252
2024
Q2 		$330K Buy
11,776
+1,051
+10% +$29.2K 0.02% 225
2024
Q1 		$302K Sell
10,725
-432
-4% -$12.2K 0.02% 227
2023
Q4 		$319K Buy
+11,157
New +$310K 0.02% 207

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B 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 $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B 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