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 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

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

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

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

MFG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WBH Advisory's SPTI Position: Q1 2025 in Review

WBH Advisory sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 7,497 shares — an estimated $209K sold.

WBH Advisory first reported a position in SPTI in Q4 2021 and held it in 10 quarters. The position peaked at $2.17M in Q1 2022. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

WBH Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
WBH Advisory sold 7,497 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $209K.
WBH Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 10 quarters.
WBH Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.17M in Q1 2022.
367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

Based on WBH Advisory's 13F filing for Q1 2025, filed 12 May 2025.