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RW
Rede Wealth’s
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
Stock Holding History
Rede Wealth’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
Q3
–
Sell
-11,734
Closed
-$338K
–
175
2025
Q2
$338K
Sell
11,734
-625
-5%
-$17.8K
0.12%
79
2025
Q1
$353K
Sell
12,359
-774
-6%
-$21.8K
0.12%
77
2024
Q4
$366K
Sell
13,133
-6,619
-34%
-$187K
0.14%
69
2024
Q3
$574K
Sell
19,752
-2,711
-12%
-$77.8K
0.22%
50
2024
Q2
$629K
Sell
22,463
-3,394
-13%
-$94.4K
0.58%
40
2024
Q1
$729K
Sell
25,857
-44,997
-64%
-$1.27M
0.31%
37
2023
Q4
$2.02M
Sell
70,854
-66,202
-48%
-$1.84M
0.96%
12
2023
Q3
$3.77M
Sell
137,056
-5,170
-4%
-$144K
1.89%
6
2023
Q2
$4.02M
Buy
142,226
+1,371
+1%
+$39.4K
1.91%
6
2023
Q1
$4.08M
Buy
140,855
+3,913
+3%
+$112K
2.13%
5
2022
Q4
$3.87M
Sell
136,942
-3,823
-3%
-$108K
2.07%
5
2022
Q3
$3.96M
Buy
140,765
+48,786
+53%
+$1.43M
2.35%
5
2022
Q2
$2.71M
Buy
+91,979
New
+$2.72M
1.57%
7
Other funds holding SPTI
LPL Financial
San Diego, California
$376B 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
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.4B AUM
19.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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