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

Advocacy Wealth Management Services’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
2019 Q4	–	Sell	-282	Closed	-$9K	–	156
2019 Q3	$9K	Hold	282	–	–	0.01%	129
2019 Q2	$9K	Buy	+282	New	+$8.55K	0.01%	136
2013 Q3	–	Sell	-200	Closed	-$5.94K	–	309
2013 Q2	$6K	Buy	+200	New	+$6.05K	0.02%	203

Other funds holding SPTI

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wela Strategies Atlanta, Georgia $264M AUM 16.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advocacy Wealth Management Services's SPTI Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2019, closing a stake of 282 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in SPTI in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q3 2019. 110 funds tracked by Wall St. Rank hold SPTI as of Q4 2019.

Advocacy Wealth Management Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 282 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2019, an estimated $9K.
Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2013 and held it in 3 quarters.
Advocacy Wealth Management Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9K in Q3 2019.
110 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.