O'Brien Wealth Partners
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O'Brien Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

O'Brien Wealth Partners’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
Q4 		$41.8M Buy
1,450,509
+30,831
+2% +$892K 5.53% 9
2025
Q3 		$41M Buy
1,419,678
+20,482
+1% +$589K 5.56% 9
2025
Q2 		$40.3M Sell
1,399,196
-3,360
-0.2% -$95.7K 6.32% 7
2025
Q1 		$40.1M Sell
1,402,556
-1,709
-0.1% -$48.1K 7.46% 6
2024
Q4 		$39.2M Buy
1,404,265
+146,423
+12% +$4.14M 7.06% 7
2024
Q3 		$36.6M Buy
1,257,842
+51,985
+4% +$1.49M 7.17% 6
2024
Q2 		$33.8M Buy
1,205,857
+27,460
+2% +$764K 7.59% 5
2024
Q1 		$33.2M Buy
1,178,397
+39,385
+3% +$1.11M 7.68% 5
2023
Q4 		$32.5M Sell
1,139,012
-7,584
-0.7% -$210K 8.49% 5
2023
Q3 		$31.6M Buy
1,146,596
+342,596
+43% +$9.6M 9.05% 5
2023
Q2 		$22.7M Buy
804,000
+26,247
+3% +$755K 6.69% 5
2023
Q1 		$22.5M Buy
777,753
+3,974
+0.5% +$114K 7.09% 5
2022
Q4 		$21.9M Buy
773,779
+332,066
+75% +$9.37M 8.68% 4
2022
Q3 		$12.4M Sell
441,713
-10,638
-2% -$311K 5.23% 5
2022
Q2 		$13.3M Buy
452,351
+2,846
+0.6% +$84K 5.57% 5
2022
Q1 		$13.3M Sell
449,505
-58,565
-12% -$1.83M 5.26% 5
2021
Q4 		$15.8M Buy
508,070
+1,863
+0.4% +$59.8K 5.5% 5
2021
Q3 		$16.4M Buy
506,207
+23,867
+5% +$778K 5.72% 4
2021
Q2 		$15.7M Buy
482,340
+135,221
+39% +$4.37M 5.19% 4
2021
Q1 		$11.2M Buy
+347,119
New +$11.3M 3.71% 7

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Richard Bernstein Advisors
Richard Bernstein Advisors New York $3.45B AUM 16.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

O'Brien Wealth Partners's SPTI Position: Q4 2025 in Review

O'Brien Wealth Partners increased its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 2.2% in Q4 2025, buying an estimated $892K and bringing the position to 1,450,509 shares worth $41.8M. The position accounts for 5.53% of the portfolio, ranked #9.

O'Brien Wealth Partners first reported a position in SPTI in Q1 2021 and has held it in 20 quarters since. 412 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • O'Brien Wealth Partners held 1,450,509 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $41.8M as of Q4 2025.
  • O'Brien Wealth Partners bought 30,831 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q4 2025, an estimated $892K.
  • State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 5.53% of O'Brien Wealth Partners's portfolio in Q4 2025, its #9 holding.
  • O'Brien Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q1 2021 and has held it in 20 quarters since.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.