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

Simplicity Wealth’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 		$1.38M Sell
48,276
-257
-0.5% -$7.41K 0.08% 236
2025
Q4 		$1.4M Buy
48,533
+1,566
+3% +$45.3K 0.08% 230
2025
Q3 		$1.36M Sell
46,967
-54,397
-54% -$1.56M 0.08% 244
2025
Q2 		$2.92M Buy
101,364
+67,202
+197% +$1.91M 0.12% 167
2025
Q1 		$976K Buy
34,162
+23,276
+214% +$655K 0.08% 261
2024
Q4 		$304K Sell
10,886
-21,664
-67% -$612K 0.06% 235
2024
Q3 		$946K Sell
32,550
-7,175
-18% -$206K 0.09% 203
2024
Q2 		$1.11M Buy
39,725
+13,342
+51% +$371K 0.03% 499
2024
Q1 		$743K Buy
26,383
+11,873
+82% +$335K 0.02% 606
2023
Q4 		$414K Buy
14,510
+2,077
+17% +$57.6K 0.16% 114
2023
Q3 		$342K Buy
12,433
+1,153
+10% +$32.2K 0.2% 58
2023
Q2 		$319K Buy
+11,280
New +$325K 0.2% 58

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return