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SFG Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

SFG Wealth 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
Q2 		– Sell
-75,270
Closed -$2.15M – 120
2025
Q1 		$2.15M Buy
+75,270
New +$2.12M 1.05% 18
2023
Q1 		– Sell
-9,374
Closed -$265K – 91
2022
Q4 		$265K Buy
+9,374
New +$264K 0.33% 57

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 $11.5B AUM 18.82% 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

SFG Wealth Management's SPTI Position: Q2 2025 in Review

SFG Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 75,270 shares — an estimated $2.15M sold.

SFG Wealth Management first reported a position in SPTI in Q4 2022 and held it in 2 quarters. The position peaked at $2.15M in Q1 2025. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • SFG Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • SFG Wealth Management sold 75,270 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $2.15M.
  • SFG Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • SFG Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.15M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.