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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,537
Closed -$159K 1265
2022
Q4
$159K Sell
5,537
-3,798
-41% -$107K 0.06% 235
2022
Q3
$298K Sell
9,335
-47,241
-84% -$1.38M 0.12% 135
2022
Q2
$1.67M Buy
+56,576
New +$1.67M 0.91% 20

Other funds holding SPTI

Accurate Wealth Management's SPTI Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 5,537 shares — an estimated $159K sold.

Accurate Wealth Management first reported a position in SPTI in Q2 2022 and held it in 3 quarters. The position peaked at $1.67M in Q2 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5,537 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $159K.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 3 quarters.
  • Accurate Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.67M in Q2 2022.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.