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Vise Technologies’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vise Technologies’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 		$1.21M Hold
41,930
– – 0.02% 529
2025
Q4 		$1.21M Buy
+41,930
New +$1.21M 0.02% 531
2025
Q3 		– Sell
-25,940
Closed -$746K – 1229
2025
Q2 		$746K Buy
+25,940
New +$739K 0.03% 508
2024
Q4 		$703K Buy
25,218
+1,190
+5% +$33.6K 0.06% 336
2024
Q3 		$698K Buy
24,028
+2,140
+10% +$61.4K 0.09% 218
2024
Q2 		$613K Sell
21,888
-2,146
-9% -$59.7K 0.11% 197
2024
Q1 		$677K Sell
24,034
-3,605
-13% -$102K 0.13% 158
2023
Q4 		$789K Buy
27,639
+208
+0.8% +$5.77K 0.17% 132
2023
Q3 		$755K Sell
27,431
-2,207
-7% -$61.7K 0.19% 122
2023
Q2 		$838K Buy
29,638
+992
+3% +$28.5K 0.2% 110
2023
Q1 		$829K Sell
28,646
-438
-2% -$12.5K 0.22% 107
2022
Q4 		$821K Buy
29,084
+2,971
+11% +$83.8K 0.26% 98
2022
Q3 		$735K Buy
+26,113
New +$764K 0.28% 78

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