Vantage Financial Partners (Wisconsin)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$280K	Sell	9,716 -7,439	-43%	-$215K	0.06%	170
2025 Q3	$496K	Sell	17,155 -4,413	-20%	-$127K	0.1%	114
2025 Q2	$621K	Sell	21,568 -197	-0.9%	-$5.61K	0.14%	100
2025 Q1	$622K	Sell	21,765 -8,083	-27%	-$227K	0.15%	86
2024 Q4	$832K	Sell	29,848 -10,685	-26%	-$302K	0.21%	65
2024 Q3	$1.18M	Sell	40,533 -9,555	-19%	-$274K	0.29%	50
2024 Q2	$1.4M	Sell	50,088 -13,723	-22%	-$382K	0.36%	35
2024 Q1	$1.8M	Sell	63,811 -618	-1%	-$17.4K	0.48%	31
2023 Q4	$1.84M	Buy	+64,429	New	+$1.79M	0.54%	27

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin)'s SPTI Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 43% in Q4 2025, selling an estimated $215K and leaving 9,716 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #170.

Vantage Financial Partners (Wisconsin) first reported a position in SPTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2023. 408 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 9,716 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $280K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 7,439 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $215K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #170 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.84M in Q4 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.