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Wealthspire Advisors (New York)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-19
Closed -$549 – 2634
2025
Q3 		$549 Buy
+19
New +$546 ﹤0.01% 2824

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPTI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2025, closing a stake of 19 shares — an estimated $549 sold.

Wealthspire Advisors (New York) first reported a position in SPTI in Q3 2025 and held it in 1 quarter. The position peaked at $549 in Q3 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 19 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2025, an estimated $549.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $549 in Q3 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.