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

WCG 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
2026
Q1 		– Sell
-15,452
Closed -$446K – 545
2025
Q4 		$446K Buy
+15,452
New +$447K 0.01% 461
2024
Q4 		– Sell
-25,748
Closed -$748K – 319
2024
Q3 		$748K Buy
25,748
+1,013
+4% +$29.1K 0.05% 243
2024
Q2 		$693K Sell
24,735
-1,540
-6% -$42.8K 0.05% 226
2024
Q1 		$740K Buy
26,275
+1,523
+6% +$43K 0.06% 204
2023
Q4 		$707K Sell
24,752
-20,924
-46% -$581K 0.05% 224
2023
Q3 		$1.26M Buy
+45,676
New +$1.28M 0.09% 177

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return