SWM
SPTI icon

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

Spire 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
-96
Closed -$2.74K – 2550
2025
Q1 		$2.74K Buy
+96
New +$2.7K ﹤0.01% 2211
2024
Q4 		– Sell
-1,019
Closed -$29.6K – 2516
2024
Q3 		$29.6K Sell
1,019
-6,131
-86% -$176K ﹤0.01% 1313
2024
Q2 		$200K Sell
7,150
-56
-0.8% -$1.56K 0.01% 716
2024
Q1 		$203K Buy
7,206
+1,253
+21% +$35.4K ﹤0.01% 763
2023
Q4 		$169K Buy
5,953
+3,365
+130% +$93.4K 0.01% 810
2023
Q3 		$71.2K Sell
2,588
-110
-4% -$3.07K ﹤0.01% 1047
2023
Q2 		$76.3K Buy
2,698
+1,326
+97% +$38.1K ﹤0.01% 1057
2023
Q1 		$39.7K Buy
1,372
+153
+13% +$4.38K ﹤0.01% 1292
2022
Q4 		$34K Buy
1,219
+520
+74% +$14.7K ﹤0.01% 1145
2022
Q3 		$20K Buy
699
+65
+10% +$1.9K ﹤0.01% 1338
2022
Q2 		$19K Buy
+634
New +$18.7K ﹤0.01% 1704

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.38T AUM 44.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Spire Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 96 shares — an estimated $2.74K sold.

Spire Wealth Management first reported a position in SPTI in Q2 2022 and held it in 11 quarters. The position peaked at $203K in Q1 2024. 386 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

  • Spire Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 96 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $2.74K.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 11 quarters.
  • Spire Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $203K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.