Simplex Trading’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Simplex Trading’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	-164	Closed	-$4K	–	10001
2025 Q2	$4K	Sell	164 -1,627	-91%	-$46.3K	﹤0.01%	7894
2025 Q1	$51K	Buy	1,791 +1,700	+1,868%	+$47.8K	﹤0.01%	5763
2024 Q4	$2K	Buy	+91	New	+$2.57K	﹤0.01%	8082
2022 Q3	–	Sell	-1,750	Closed	-$51K	–	10830
2022 Q2	$51K	Buy	1,750 +1,680	+2,400%	+$49.6K	﹤0.01%	6475
2022 Q1	$2K	Buy	+70	New	+$2.18K	﹤0.01%	9932

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 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 $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Simplex Trading's SPTI Position: Q3 2025 in Review

Simplex Trading sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2025, closing a stake of 164 shares — an estimated $4K sold.

Simplex Trading first reported a position in SPTI in Q1 2022 and held it in 5 quarters. The position peaked at $51K in Q1 2025. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

Simplex Trading reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Simplex Trading sold 164 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $4K.
Simplex Trading first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2022 and held it in 5 quarters.
Simplex Trading's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $51K in Q1 2025.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.