SAM
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Smartleaf Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Smartleaf Asset 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
2026
Q1 		$31.3K Buy
1,093
+1,039
+1,924% +$30K ﹤0.01% 1721
2025
Q4 		$1.58K Hold
54
– – ﹤0.01% 3055
2025
Q3 		$1.56K Sell
54
-1,397
-96% -$40.1K ﹤0.01% 2668
2025
Q2 		$41.6K Buy
+1,451
New +$41.3K ﹤0.01% 1242
2024
Q4 		– Sell
-9
Closed -$262 – 3010
2024
Q3 		$262 Sell
9
-93
-91% -$2.67K ﹤0.01% 2852
2024
Q2 		$2.87K Sell
102
-185
-64% -$5.15K ﹤0.01% 2075
2024
Q1 		$8.09K Sell
287
-15
-5% -$424 ﹤0.01% 1072
2023
Q4 		$8.63K Buy
+302
New +$8.38K ﹤0.01% 791

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