Armstrong Advisory Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Armstrong Advisory 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
2023 Q4	–	Sell	-975	Closed	-$26.8K	–	838
2023 Q3	$26.8K	Buy	+975	New	+$27.2K	﹤0.01%	431
2023 Q1	–	Sell	-156	Closed	-$4.41K	–	812
2022 Q4	$4.41K	Buy	+156	New	+$4.4K	﹤0.01%	678

Other funds holding SPTI

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

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

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

MERSOM

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

CWM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Armstrong Advisory Group's SPTI Position: Q4 2023 in Review

Armstrong Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 975 shares — an estimated $26.8K sold.

Armstrong Advisory Group first reported a position in SPTI in Q4 2022 and held it in 2 quarters. The position peaked at $26.8K in Q3 2023. 312 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

Armstrong Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Armstrong Advisory Group sold 975 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $26.8K.
Armstrong Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 2 quarters.
Armstrong Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $26.8K in Q3 2023.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.