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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Washington Trust's SPTI Position: Q2 2025 in Review

Washington Trust sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 250 shares — an estimated $7.14K sold.

Washington Trust first reported a position in SPTI in Q4 2022 and held it in 10 quarters. The position peaked at $7.26K in Q3 2024. 386 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

Washington Trust reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 250 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $7.14K.
Washington Trust first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 10 quarters.
Washington Trust's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.26K in Q3 2024.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.