Sensible Financial Planning & Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Sensible Financial Planning & Management’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	-20,577	Closed	-$592K	–	35
2025 Q2	$592K	Buy	+20,577	New	+$586K	0.11%	34

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

MFG

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

Sensible Financial Planning & Management's SPTI Position: Q3 2025 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 20,577 shares — an estimated $592K sold.

Sensible Financial Planning & Management first reported a position in SPTI in Q2 2025 and held it in 1 quarter. The position peaked at $592K in Q2 2025. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

Sensible Financial Planning & Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Sensible Financial Planning & Management sold 20,577 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $592K.
Sensible Financial Planning & Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and held it in 1 quarter.
Sensible Financial Planning & Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $592K in Q2 2025.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.