AGF Investments Inc’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

AGF Investments Inc’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 Q2	–	Sell	-16,388	Closed	-$495K	–	367
2019 Q1	$495K	Sell	16,388 -2,650	-14%	-$79K	0.01%	318
2018 Q4	$567K	Buy	19,038 +4,644	+32%	+$135K	0.01%	331
2018 Q3	$419K	Sell	14,394 -428	-3%	-$12.5K	﹤0.01%	321
2018 Q2	$435K	Buy	14,822 +402	+3%	+$11.7K	﹤0.01%	317
2018 Q1	$424K	Buy	+14,420	New	+$424K	﹤0.01%	320
2017 Q4	–	Sell	-16,066	Closed	-$482K	–	399
2017 Q3	$482K	Sell	16,066 -8,096	-34%	-$244K	0.01%	323
2017 Q2	$726K	Buy	24,162 +200	+0.8%	+$6.01K	0.01%	303
2017 Q1	$716K	Sell	23,962 -1,312	-5%	-$39.2K	0.01%	314
2016 Q4	$753K	Sell	25,274 -2,866	-10%	-$86.4K	0.01%	313
2016 Q3	$863K	Sell	28,140 -26,800	-49%	-$822K	0.01%	313
2016 Q2	$1.69M	Buy	54,940 +11,718	+27%	+$358K	0.02%	280
2016 Q1	$1.32M	Buy	43,222 +25,456	+143%	+$773K	0.02%	288
2015 Q4	$533K	Buy	17,766 +14,354	+421%	+$432K	0.01%	322
2015 Q3	$104K	Buy	+3,412	New	+$103K	﹤0.01%	376

Other funds holding SPTI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.57B AUM 12.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return