Andrew C. Karlinski’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Andrew C. Karlinski’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
2022 Q4	–	Sell	-30,377	Closed	-$854K	–	204
2022 Q3	$854K	Buy	30,377 +869	+3%	+$25.4K	1.29%	23
2022 Q2	$870K	Buy	29,508 +12,220	+71%	+$361K	1.28%	27
2022 Q1	$524K	Sell	17,288 -1,499	-8%	-$46.7K	0.95%	28
2021 Q4	$602K	Buy	+18,787	New	+$603K	1.1%	24

Other funds holding SPTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Andrew C. Karlinski's SPTI Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 30,377 shares — an estimated $854K sold.

Andrew C. Karlinski first reported a position in SPTI in Q4 2021 and held it in 4 quarters. The position peaked at $870K in Q2 2022. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

Andrew C. Karlinski reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 30,377 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $854K.
Andrew C. Karlinski first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $870K in Q2 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.