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Willow Creek Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Willow Creek Wealth Management’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
Q3 		$17.2M Buy
593,737
+16,264
+3% +$467K 1.41% 19
2025
Q2 		$16.6M Buy
577,473
+48,577
+9% +$1.38M 1.49% 18
2025
Q1 		$15.1M Buy
528,896
+27,161
+5% +$764K 1.47% 20
2024
Q4 		$14M Buy
501,735
+44,104
+10% +$1.25M 1.43% 21
2024
Q3 		$13.3M Buy
457,631
+2,506
+0.6% +$71.9K 1.4% 21
2024
Q2 		$12.8M Sell
455,125
-28,688
-6% -$798K 1.45% 21
2024
Q1 		$13.6M Buy
483,813
+51,441
+12% +$1.45M 1.59% 18
2023
Q4 		$12.3M Buy
432,372
+391,116
+948% +$10.9M 1.55% 17
2023
Q3 		$1.14M Buy
41,256
+12,651
+44% +$354K 0.17% 56
2023
Q2 		$809K Buy
28,605
+1,272
+5% +$36.6K 0.11% 64
2023
Q1 		$791K Sell
27,333
-13,691
-33% -$392K 0.12% 59
2022
Q4 		$1.16M Sell
41,024
-54,678
-57% -$1.54M 0.19% 47
2022
Q3 		$2.69M Sell
95,702
-50,894
-35% -$1.49M 0.52% 27
2022
Q2 		$4.32M Buy
146,596
+1,881
+1% +$55.5K 0.8% 20
2022
Q1 		$4.38M Sell
144,715
-6,779
-4% -$211K 0.88% 17
2021
Q4 		$4.86M Sell
151,494
-1,379
-0.9% -$44.3K 1% 18
2021
Q3 		$4.94M Buy
152,873
+4,535
+3% +$148K 1.09% 17
2021
Q2 		$4.8M Buy
148,338
+1,547
+1% +$50K 1.15% 17
2021
Q1 		$4.71M Buy
146,791
+1,961
+1% +$63.9K 1.73% 11
2020
Q4 		$4.79M Sell
144,830
-254,850
-64% -$8.42M 1.8% 10
2020
Q3 		$13.3M Buy
399,680
+17,544
+5% +$583K 5.48% 5
2020
Q2 		$12.7M Buy
382,136
+11,872
+3% +$393K 5.7% 5
2020
Q1 		$12.3M Sell
370,264
-58,469
-14% -$1.86M 6.17% 4
2019
Q4 		$13.3M Buy
428,733
+18,878
+5% +$587K 6.05% 4
2019
Q3 		$12.8M Buy
409,855
+41,203
+11% +$1.28M 5.94% 4
2019
Q2 		$11.4M Buy
368,652
+54,702
+17% +$1.66M 5.46% 4
2019
Q1 		$9.48M Buy
313,950
+32,936
+12% +$981K 4.78% 4
2018
Q4 		$8.37M Buy
281,014
+230,322
+454% +$6.71M 4.45% 4
2018
Q3 		$1.47M Buy
+50,692
New +$1.48M 0.82% 12

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Willow Creek Wealth Management's SPTI Position: Q3 2025 in Review

Willow Creek Wealth Management increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.8% in Q3 2025, buying an estimated $467K and bringing the position to 593,737 shares worth $17.2M. The position accounts for 1.41% of the portfolio, ranked #19.

Willow Creek Wealth Management first reported a position in SPTI in Q3 2018 and has held it in 29 quarters since. 373 funds tracked by Wall St. Rank hold SPTI as of Q3 2025.

  • Willow Creek Wealth Management held 593,737 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $17.2M as of Q3 2025.
  • Willow Creek Wealth Management bought 16,264 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2025, an estimated $467K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 1.41% of Willow Creek Wealth Management's portfolio in Q3 2025, its #19 holding.
  • Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2018 and has held it in 29 quarters since.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.