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

Stratos Wealth Advisors’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
Q4 		– Sell
-935,426
Closed -$27M – 706
2025
Q3 		$27M Buy
935,426
+59,700
+7% +$1.72M 1.3% 11
2025
Q2 		$25.2M Buy
875,726
+41,053
+5% +$1.17M 1.33% 10
2025
Q1 		$23.9M Buy
834,673
+190,733
+30% +$5.37M 1.3% 9
2024
Q4 		$18M Buy
643,940
+9,365
+1% +$265K 0.86% 22
2024
Q3 		$18.4M Sell
634,575
-46,192
-7% -$1.33M 0.85% 22
2024
Q2 		$19.1M Buy
680,767
+657,197
+2,788% +$18.3M 0.94% 18
2024
Q1 		$664K Buy
23,570
+3,319
+16% +$93.7K 0.04% 407
2023
Q4 		$578K Buy
20,251
+5,030
+33% +$140K 0.03% 438
2023
Q3 		$419K Buy
15,221
+8,132
+115% +$227K 0.03% 458
2023
Q2 		$201K Buy
+7,089
New +$204K 0.01% 599
2022
Q1 		– Sell
-22,842
Closed -$732K – 576
2021
Q4 		$732K Buy
22,842
+14,959
+190% +$480K 0.05% 327
2021
Q3 		$255K Buy
+7,883
New +$257K 0.02% 450

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stratos Wealth Advisors's SPTI Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 935,426 shares — an estimated $27M sold.

Stratos Wealth Advisors first reported a position in SPTI in Q3 2021 and held it in 12 quarters. The position peaked at $27M in Q3 2025. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 935,426 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $27M.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2021 and held it in 12 quarters.
  • Stratos Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $27M in Q3 2025.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.