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Sharkey, Howes & Javer’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Sharkey, Howes & Javer’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
-87,635
Closed -$2.52M – 165
2025
Q2 		$2.52M Buy
+87,635
New +$2.5M 0.34% 55

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sharkey, Howes & Javer's SPTI Position: Q3 2025 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 87,635 shares — an estimated $2.52M sold.

Sharkey, Howes & Javer first reported a position in SPTI in Q2 2025 and held it in 1 quarter. The position peaked at $2.52M in Q2 2025. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

  • Sharkey, Howes & Javer reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 87,635 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $2.52M.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Sharkey, Howes & Javer's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.52M 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 Sharkey, Howes & Javer's 13F filing for Q3 2025, filed 10 Oct 2025.