WT
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Washington Trust’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Washington Trust’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
Q2 		– Sell
-250
Closed -$7.14K – 658
2025
Q1 		$7.14K Hold
250
– – ﹤0.01% 622
2024
Q4 		$6.97K Hold
250
– – ﹤0.01% 700
2024
Q3 		$7.26K Hold
250
– – ﹤0.01% 698
2024
Q2 		$7K Hold
250
– – ﹤0.01% 694
2024
Q1 		$7.04K Hold
250
– – ﹤0.01% 698
2023
Q4 		$7.14K Hold
250
– – ﹤0.01% 667
2023
Q3 		$6.88K Hold
250
– – ﹤0.01% 659
2023
Q2 		$7.07K Hold
250
– – ﹤0.01% 680
2023
Q1 		$7.24K Hold
250
– – ﹤0.01% 686
2022
Q4 		$7.06K Buy
+250
New +$7.05K ﹤0.01% 679

Other funds holding SPTI

LPL Financial
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return