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

Visionary Wealth 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 Q1	–	Sell	-168,608	Closed	-$4.7M	–	561
2024 Q4	$4.7M	Sell	168,608 -17,670	-9%	-$499K	0.28%	97
2024 Q3	$5.41M	Buy	186,278 +115,842	+164%	+$3.33M	0.33%	86
2024 Q2	$1.97M	Sell	70,436 -11,637	-14%	-$324K	0.13%	168
2024 Q1	$2.31M	Sell	82,073 -4,129	-5%	-$117K	0.16%	155
2023 Q4	$2.46M	Buy	+86,202	New	+$2.39M	0.18%	136
2020 Q1	–	Sell	-11,236	Closed	-$348K	–	224
2019 Q4	$348K	Buy	+11,236	New	+$350K	0.06%	153

Other funds holding SPTI

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Visionary Wealth Advisors's SPTI Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 168,608 shares — an estimated $4.7M sold.

Visionary Wealth Advisors first reported a position in SPTI in Q4 2019 and held it in 6 quarters. The position peaked at $5.41M in Q3 2024. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

Visionary Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 168,608 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $4.7M.
Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 6 quarters.
Visionary Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.41M in Q3 2024.
367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.