PrairieView Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

PrairieView 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 Q2	$1K	Hold	59	–	–	﹤0.01%	355
2025 Q1	$1K	Hold	59	–	–	﹤0.01%	345
2024 Q4	$1K	Hold	59	–	–	﹤0.01%	353
2024 Q3	$1K	Hold	59	–	–	﹤0.01%	344
2024 Q2	$1K	Hold	59	–	–	﹤0.01%	360
2024 Q1	$2K	Hold	59	–	–	﹤0.01%	343
2023 Q4	$2K	Hold	59	–	–	﹤0.01%	334
2023 Q3	$1K	Sell	59 -10	-14%	-$279	﹤0.01%	367
2023 Q2	$1K	Sell	69 -16	-19%	-$460	﹤0.01%	419
2023 Q1	$2K	Hold	85	–	–	﹤0.01%	383
2022 Q4	$2K	Hold	85	–	–	﹤0.01%	421
2022 Q3	$2K	Sell	85 -96	-53%	-$2.81K	﹤0.01%	396
2022 Q2	$5K	Hold	181	–	–	﹤0.01%	373
2022 Q1	$5K	Hold	181	–	–	﹤0.01%	367
2021 Q4	$6K	Sell	181 -46	-20%	-$1.48K	﹤0.01%	345
2021 Q3	$7K	Hold	227	–	–	﹤0.01%	293
2021 Q2	$7K	Hold	227	–	–	﹤0.01%	293
2021 Q1	$7K	Sell	227 -40	-15%	-$1.3K	﹤0.01%	298
2020 Q4	$9K	Sell	267 -136	-34%	-$4.5K	﹤0.01%	255
2020 Q3	$13K	Hold	403	–	–	﹤0.01%	225
2020 Q2	$13K	Sell	403 -293	-42%	-$9.7K	﹤0.01%	223
2020 Q1	$23K	Buy	+696	New	+$22.2K	0.01%	174

Other funds holding SPTI

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PrairieView Partners's SPTI Position: Q2 2025 in Review

PrairieView Partners held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2025 at 59 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

PrairieView Partners first reported a position in SPTI in Q1 2020 and has held it in 22 quarters since. The position peaked at $23K in Q1 2020. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

PrairieView Partners held 59 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1K as of Q2 2025.
PrairieView Partners left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #355 holding.
PrairieView Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $23K in Q1 2020.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.