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Vertex Planning Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vertex Planning Partners’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 		$2.21M Buy
77,253
+33,180
+75% +$957K 0.43% 42
2025
Q4 		$1.27M Buy
44,073
+826
+2% +$23.9K 0.3% 46
2025
Q3 		$1.25M Buy
43,247
+2,867
+7% +$82.4K 0.24% 63
2025
Q2 		$1.16M Buy
40,380
+911
+2% +$25.9K 0.24% 61
2025
Q1 		$1.13M Buy
39,469
+3,247
+9% +$91.4K 0.25% 56
2024
Q4 		$1.01M Buy
36,222
+1,312
+4% +$37.1K 0.22% 62
2024
Q3 		$1.01M Buy
34,910
+512
+1% +$14.7K 0.24% 49
2024
Q2 		$964K Buy
34,398
+323
+0.9% +$8.98K 0.25% 50
2024
Q1 		$960K Buy
34,075
+18,550
+119% +$524K 0.27% 48
2023
Q4 		$443K Sell
15,525
-3,195
-17% -$88.7K 0.13% 90
2023
Q3 		$515K Sell
18,720
-43,133
-70% -$1.21M 0.18% 67
2023
Q2 		$1.75M Buy
61,853
+5,974
+11% +$172K 0.6% 26
2023
Q1 		$1.62M Buy
55,879
+33,296
+147% +$952K 0.61% 26
2022
Q4 		$638K Buy
+22,583
New +$637K 0.25% 55

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