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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
2026
Q1 		– Sell
-1,229
Closed -$35.4K – 2173
2025
Q4 		$35.4K Buy
+1,229
New +$35.6K ﹤0.01% 1214
2024
Q1 		– Sell
-22,733
Closed -$647K – 775
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SageView Advisory Group's SPTI Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2026, closing a stake of 1,229 shares — an estimated $35.4K sold.

SageView Advisory Group first reported a position in SPTI in Q2 2023 and held it in 4 quarters. The position peaked at $700K in Q3 2023. 404 funds tracked by Wall St. Rank hold SPTI as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,229 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2026, an estimated $35.4K.
  • SageView Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • SageView Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $700K in Q3 2023.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.