Ransom Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Ransom Advisory’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	$281K	Buy	+9,750	New	+$282K	0.11%	111
2025 Q1	–	Sell	-3,500	Closed	-$97.6K	–	407
2024 Q4	$97.6K	Hold	3,500	–	–	0.04%	155
2024 Q3	$102K	Sell	3,500 -5,000	-59%	-$144K	0.05%	162
2024 Q2	$238K	Buy	+8,500	New	+$236K	0.12%	113

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

RBA

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MFG

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

Ransom Advisory's SPTI Position: Q4 2025 in Review

Ransom Advisory opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025: 9,750 shares worth $281K. The stake represents 0.11% of the portfolio and ranks #111 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SPTI as recently as Q4 2024.

Ransom Advisory first reported a position in SPTI in Q2 2024 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

Ransom Advisory held 9,750 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $281K as of Q4 2025.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Ransom Advisory position in Q4 2025.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.11% of Ransom Advisory's portfolio in Q4 2025, its #111 holding.
Ransom Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 4 quarters since.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.