Tilson Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Tilson Financial Group’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	$11.3M	Buy	396,000 +20,103	+5%	+$580K	3.41%	6
2025 Q4	$10.8M	Buy	375,897 +19,465	+5%	+$563K	3.34%	6
2025 Q3	$10.3M	Buy	356,432 +9,844	+3%	+$283K	3.38%	6
2025 Q2	$9.97M	Buy	346,588 +676	+0.2%	+$19.3K	3.76%	5
2025 Q1	$9.89M	Buy	345,912 +14,557	+4%	+$410K	3.91%	6
2024 Q4	$9.24M	Buy	331,355 +17,403	+6%	+$492K	3.77%	7
2024 Q3	$9.12M	Buy	313,952 +2,393	+0.8%	+$68.7K	3.95%	7
2024 Q2	$8.73M	Buy	311,559 +4,733	+2%	+$132K	8.82%	3
2024 Q1	$8.65M	Buy	306,826 +295,225	+2,545%	+$8.34M	4.64%	6
2023 Q4	$331K	Buy	+11,601	New	+$322K	0.21%	50

Other funds holding SPTI

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

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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return