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Trust Company of Vermont’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Trust Company of Vermont’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
-530
Closed -$15.3K – 1177
2025
Q3 		$15.3K Sell
530
-171
-24% -$4.91K ﹤0.01% 776
2025
Q2 		$20.2K Buy
+701
New +$20K ﹤0.01% 714

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

Trust Company of Vermont's SPTI Position: Q4 2025 in Review

Trust Company of Vermont sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 530 shares — an estimated $15.3K sold.

Trust Company of Vermont first reported a position in SPTI in Q2 2025 and held it in 2 quarters. The position peaked at $20.2K in Q2 2025. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • Trust Company of Vermont reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 530 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $15.3K.
  • Trust Company of Vermont first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Trust Company of Vermont's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $20.2K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.