Truvestments Capital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Truvestments Capital’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	$3.52K	Buy	+123	New	+$3.55K	﹤0.01%	939
2023 Q1	–	Sell	-133	Closed	-$3.76K	–	910
2022 Q4	$3.76K	Hold	133	–	–	﹤0.01%	598
2022 Q3	$4K	Hold	133	–	–	﹤0.01%	494
2022 Q2	$4K	Buy	+133	New	+$3.93K	﹤0.01%	509
2022 Q1	–	Sell	-133	Closed	-$4K	–	495
2021 Q4	$4K	Hold	133	–	–	﹤0.01%	512
2021 Q3	$4K	Hold	133	–	–	﹤0.01%	484
2021 Q2	$4K	Hold	133	–	–	﹤0.01%	493
2021 Q1	$4K	Hold	133	–	–	﹤0.01%	549
2020 Q4	$4K	Buy	+133	New	+$4.4K	﹤0.01%	515

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