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

RWA 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
Q2 		– Sell
-7,109
Closed -$203K – 612
2025
Q1 		$203K Buy
+7,109
New +$200K ﹤0.01% 533
2024
Q4 		– Sell
-7,109
Closed -$207K – 590
2024
Q3 		$207K Buy
+7,109
New +$204K ﹤0.01% 540

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
Bank of America
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
Ameriprise
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWA Wealth Partners's SPTI Position: Q2 2025 in Review

RWA Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 7,109 shares — an estimated $203K sold.

RWA Wealth Partners first reported a position in SPTI in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • RWA Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 7,109 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $203K.
  • RWA Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • RWA Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $207K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on RWA Wealth Partners's 13F filing for Q2 2025, filed 6 Aug 2025.