AW
SPTI icon

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

ACG Wealth’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
2022
Q3 		– Sell
-1,125
Closed -$33K – 900
2022
Q2 		$33K Buy
+1,125
New +$33.2K 0.01% 497

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's SPTI Position: Q3 2022 in Review

ACG Wealth sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2022, closing a stake of 1,125 shares — an estimated $33K sold.

ACG Wealth first reported a position in SPTI in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 238 funds tracked by Wall St. Rank hold SPTI as of Q3 2022.

  • ACG Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,125 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2022, an estimated $33K.
  • ACG Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $33K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.