WealthShield Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

WealthShield Partners’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	-112	Closed	-$3.2K	–	572
2025 Q1	$3.2K	Buy	+112	New	+$3.15K	﹤0.01%	512
2019 Q1	–	Sell	-480	Closed	-$14K	–	287
2018 Q4	$14K	Hold	480	–	–	0.01%	198
2018 Q3	$14K	Sell	480 -150	-24%	-$4.38K	0.01%	203
2018 Q2	$18K	Hold	630	–	–	0.01%	185
2018 Q1	$19K	Buy	+630	New	+$18.5K	0.01%	183

Other funds holding SPTI

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthShield Partners's SPTI Position: Q2 2025 in Review

WealthShield Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2025, closing a stake of 112 shares — an estimated $3.2K sold.

WealthShield Partners first reported a position in SPTI in Q1 2018 and held it in 5 quarters. The position peaked at $19K in Q1 2018. 385 funds tracked by Wall St. Rank hold SPTI as of Q2 2025.

WealthShield Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
WealthShield Partners sold 112 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2025, an estimated $3.2K.
WealthShield Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2018 and held it in 5 quarters.
WealthShield Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $19K in Q1 2018.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2025.

Based on WealthShield Partners's 13F filing for Q2 2025, filed 8 Aug 2025.