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US Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

US Financial 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
Q1 		$14.1M Buy
494,894
+28,765
+6% +$810K 4.18% 4
2024
Q4 		$13M Buy
466,129
+16,399
+4% +$464K 4% 5
2024
Q3 		$13.1M Buy
449,730
+19,631
+5% +$564K 4.07% 5
2024
Q2 		$12.1M Buy
430,099
+62,654
+17% +$1.74M 4.04% 5
2024
Q1 		$10.4M Buy
367,445
+15,885
+5% +$449K 3.59% 10
2023
Q4 		$10M Buy
351,560
+11,130
+3% +$309K 3.74% 8
2023
Q3 		$9.37M Sell
340,430
-148,539
-30% -$4.15M 3.89% 7
2023
Q2 		$13.8M Buy
488,969
+10,619
+2% +$305K 5.88% 3
2023
Q1 		$13.8M Buy
478,350
+13,329
+3% +$381K 6.17% 3
2022
Q4 		$13.1M Buy
+465,021
New +$13.1M 6.59% 3

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's SPTI Position: Q1 2025 in Review

US Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.2% in Q1 2025, buying an estimated $810K and bringing the position to 494,894 shares worth $14.1M. The position accounts for 4.18% of the portfolio, ranked #4.

US Financial Advisors first reported a position in SPTI in Q4 2022 and has held it in 10 quarters since. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

  • US Financial Advisors held 494,894 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $14.1M as of Q1 2025.
  • US Financial Advisors bought 28,765 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $810K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 4.18% of US Financial Advisors's portfolio in Q1 2025, its #4 holding.
  • US Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and has held it in 10 quarters since.
  • 367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.