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Vermillion & White Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vermillion & White Wealth Management 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 		$2.44M Sell
85,236
-126,505
-60% -$3.65M 1.41% 13
2025
Q4 		$6.11M Buy
211,741
+8,311
+4% +$241K 3.32% 8
2025
Q3 		$5.88M Buy
203,430
+202,624
+25,139% +$5.82M 3.35% 8
2025
Q2 		$23.2K Hold
806
– – 0.02% 228
2025
Q1 		$23K Sell
806
-210,360
-100% -$5.92M 0.02% 182
2024
Q4 		$5.89M Buy
211,166
+5,207
+3% +$147K 4.34% 4
2024
Q3 		$5.99M Sell
205,959
-24,579
-11% -$706K 4.43% 5
2024
Q2 		$6.46M Buy
230,538
+43,064
+23% +$1.2M 4.86% 3
2024
Q1 		$5.28M Sell
187,474
-17,707
-9% -$500K 4.22% 5
2023
Q4 		$5.86M Buy
+205,181
New +$5.69M 5.68% 5

Other funds holding SPTI

LPL Financial
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
MERSOM
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
MG
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return