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Allen Capital Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Allen Capital Group’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
2018
Q2 		– Sell
-8,678
Closed -$255K – 131
2018
Q1 		$255K Buy
+8,678
New +$255K 0.1% 100

Other funds holding SPTI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allen Capital Group's SPTI Position: Q2 2018 in Review

Allen Capital Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2018, closing a stake of 8,678 shares — an estimated $255K sold.

Allen Capital Group first reported a position in SPTI in Q1 2018 and held it in 1 quarter. The position peaked at $255K in Q1 2018. 67 funds tracked by Wall St. Rank hold SPTI as of Q2 2018.

  • Allen Capital Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Allen Capital Group sold 8,678 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2018, an estimated $255K.
  • Allen Capital Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2018 and held it in 1 quarter.
  • Allen Capital Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $255K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2018.

Based on Allen Capital Group's 13F filing for Q2 2018, filed 27 Jul 2018.