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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return