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

VestGen 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
Q4 		– Sell
-26,941
Closed -$779K – 837
2025
Q3 		$779K Sell
26,941
-2,777
-9% -$79.8K 0.03% 407
2025
Q2 		$855K Buy
29,718
+2,264
+8% +$64.5K 0.03% 350
2025
Q1 		$785K Buy
+27,454
New +$773K 0.04% 333

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VestGen Advisors's SPTI Position: Q4 2025 in Review

VestGen Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 26,941 shares — an estimated $779K sold.

VestGen Advisors first reported a position in SPTI in Q1 2025 and held it in 3 quarters. The position peaked at $855K in Q2 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • VestGen Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 26,941 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $779K.
  • VestGen Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $855K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.