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

SageView Advisory Group’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 		$35.4K Buy
+1,229
New +$35.6K ﹤0.01% 1214
2024
Q1 		– Sell
-22,733
Closed -$647K – 807
2023
Q4 		$647K Sell
22,733
-2,682
-11% -$74.4K 0.03% 336
2023
Q3 		$700K Buy
25,415
+7,268
+40% +$203K 0.04% 269
2023
Q2 		$513K Buy
+18,147
New +$522K 0.03% 349

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return