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WBH Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

WBH Advisory’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
-7,497
Closed -$209K – 336
2024
Q4 		$209K Sell
7,497
-589
-7% -$16.6K 0.02% 311
2024
Q3 		$235K Sell
8,086
-322
-4% -$9.24K 0.02% 295
2024
Q2 		$236K Sell
8,408
-1,927
-19% -$53.6K 0.02% 286
2024
Q1 		$291K Sell
10,335
-174
-2% -$4.91K 0.03% 265
2023
Q4 		$300K Buy
+10,509
New +$292K 0.03% 258
2023
Q2 		– Sell
-8,100
Closed -$234K – 307
2023
Q1 		$234K Buy
+8,100
New +$232K 0.03% 282
2022
Q3 		$1.36M Sell
48,437
-1,058
-2% -$30.9K 0.2% 112
2022
Q2 		$1.46M Sell
49,495
-23,799
-32% -$703K 0.19% 110
2022
Q1 		$2.17M Buy
73,294
+62,259
+564% +$1.94M 0.27% 81
2021
Q4 		$354K Buy
+11,035
New +$354K 0.04% 247

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return