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Sunbelt Securities’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Sunbelt Securities’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
2024
Q4 		– Sell
-950
Closed -$27.6K – 1917
2024
Q3 		$27.6K Hold
950
– – ﹤0.01% 1083
2024
Q2 		$26.6K Hold
950
– – ﹤0.01% 1051
2024
Q1 		$26.8K Hold
950
– – ﹤0.01% 1027
2023
Q4 		$27.1K Sell
950
-950
-50% -$26.4K ﹤0.01% 953
2023
Q3 		$52.3K Hold
1,900
– – 0.01% 787
2023
Q2 		$53.8K Hold
1,900
– – 0.01% 778
2023
Q1 		$54.8K Buy
+1,900
New +$54.3K 0.01% 721

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's SPTI Position: Q4 2024 in Review

Sunbelt Securities sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2024, closing a stake of 950 shares — an estimated $27.6K sold.

Sunbelt Securities first reported a position in SPTI in Q1 2023 and held it in 7 quarters. The position peaked at $54.8K in Q1 2023. 360 funds tracked by Wall St. Rank hold SPTI as of Q4 2024.

  • Sunbelt Securities reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 950 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2024, an estimated $27.6K.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Sunbelt Securities's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $54.8K in Q1 2023.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.