AWA
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Alaska Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Alaska Wealth Advisors’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
Q4 		– Sell
-902
Closed -$26.2K – 98
2024
Q3 		$26.2K Buy
902
+3
+0.3% +$86 ﹤0.01% 98
2024
Q2 		$25.2K Sell
899
-98
-10% -$2.73K ﹤0.01% 94
2024
Q1 		$28.1K Buy
997
+440
+79% +$12.4K ﹤0.01% 92
2023
Q4 		$15.9K Hold
557
– – ﹤0.01% 95
2023
Q3 		$15.3K Buy
557
+2
+0.4% +$56 ﹤0.01% 92
2023
Q2 		$15.7K Hold
555
– – ﹤0.01% 99
2023
Q1 		$16.1K Buy
+555
New +$15.9K ﹤0.01% 88

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return