AF
SPTI icon

Advisornet Financial’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-1
Closed -$33 – 2465
2023
Q4 		$33 Sell
1
-109
-99% -$3.02K ﹤0.01% 2409
2023
Q3 		$3.02K Buy
110
+1
+0.9% +$28 ﹤0.01% 1542
2023
Q2 		$3.09K Buy
109
+65
+148% +$1.87K ﹤0.01% 1620
2023
Q1 		$1.27K Sell
44
-318
-88% -$9.09K ﹤0.01% 1821
2022
Q4 		$10.2K Buy
362
+105
+41% +$2.96K ﹤0.01% 1289
2022
Q3 		$7K Buy
+257
New +$7.52K ﹤0.01% 1440
2021
Q4 		– Sell
-1,018
Closed -$33K – 2138
2021
Q3 		$33K Buy
+1,018
New +$33.2K ﹤0.01% 1124
2020
Q2 		– Sell
-356
Closed -$12K – 1913
2020
Q1 		$12K Hold
356
– – ﹤0.01% 1229
2019
Q4 		$11K Hold
356
– – ﹤0.01% 1372
2019
Q3 		$11K Sell
356
-56
-14% -$1.74K ﹤0.01% 1355
2019
Q2 		$13K Sell
412
-1,000
-71% -$30.3K ﹤0.01% 1167
2019
Q1 		$43K Sell
1,412
-1,380
-49% -$41.1K 0.01% 777
2018
Q4 		$83K Sell
2,792
-200
-7% -$5.83K 0.01% 567
2018
Q3 		$87K Sell
2,992
-350
-10% -$10.2K 0.01% 583
2018
Q2 		$98K Hold
3,342
– – 0.01% 531
2018
Q1 		$98K Sell
3,342
-210
-6% -$6.17K 0.01% 534
2017
Q4 		$106K Buy
+3,552
New +$106K 0.02% 468

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisornet Financial's SPTI Position: Q1 2024 in Review

Advisornet Financial sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2024, closing a stake of 1 share — an estimated $33 sold.

Advisornet Financial first reported a position in SPTI in Q4 2017 and held it in 17 quarters. The position peaked at $106K in Q4 2017. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

  • Advisornet Financial reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 1 State Street SPDR Portfolio Intermediate Term Treasury ETF share in Q1 2024, an estimated $33.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2017 and held it in 17 quarters.
  • Advisornet Financial's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $106K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.