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SWM
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
Shares
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
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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