McKinley Carter Wealth Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

McKinley Carter Wealth Services’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	-12,152	Closed	-$339K	–	307
2024 Q4	$339K	Buy	12,152 +588	+5%	+$16.6K	0.02%	238
2024 Q3	$336K	Buy	11,564 +1,381	+14%	+$39.6K	0.02%	250
2024 Q2	$285K	Buy	10,183 +270	+3%	+$7.51K	0.02%	264
2024 Q1	$279K	Buy	9,913 +255	+3%	+$7.2K	0.02%	267
2023 Q4	$276K	Buy	9,658 +667	+7%	+$18.5K	0.02%	259
2023 Q3	$248K	Sell	8,991 -830	-8%	-$23.2K	0.02%	267
2023 Q2	$278K	Buy	+9,821	New	+$283K	0.02%	255
2021 Q4	–	Sell	-8,461	Closed	-$273K	–	294
2021 Q3	$273K	Buy	8,461 +1	+0%	+$33	0.02%	248
2021 Q2	$274K	Sell	8,460 -202	-2%	-$6.53K	0.02%	247
2021 Q1	$278K	Sell	8,662 -921	-10%	-$30K	0.02%	245
2020 Q4	$317K	Buy	+9,583	New	+$317K	0.04%	210

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

McKinley Carter Wealth Services's SPTI Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 12,152 shares — an estimated $339K sold.

McKinley Carter Wealth Services first reported a position in SPTI in Q4 2020 and held it in 11 quarters. The position peaked at $339K in Q4 2024. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

McKinley Carter Wealth Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 12,152 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $339K.
McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and held it in 11 quarters.
McKinley Carter Wealth Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $339K in Q4 2024.
367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.