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

ARS 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
2018 Q1	–	Sell	-10,000	Closed	-$297K	–	122
2017 Q4	$297K	Hold	10,000	–	–	0.11%	95
2017 Q3	$300K	Hold	10,000	–	–	0.12%	90
2017 Q2	$300K	Hold	10,000	–	–	0.12%	85
2017 Q1	$299K	Hold	10,000	–	–	0.13%	85
2016 Q4	$298K	Sell	10,000 -6,000	-38%	-$181K	0.13%	74
2016 Q3	$491K	Hold	16,000	–	–	0.21%	50
2016 Q2	$493K	Hold	16,000	–	–	0.21%	48
2016 Q1	$488K	Buy	16,000 +600	+4%	+$18.2K	0.23%	45
2015 Q4	$463K	Buy	15,400 +8,200	+114%	+$247K	0.24%	44
2015 Q3	$218K	Buy	+7,200	New	+$217K	0.11%	69

Other funds holding SPTI

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's SPTI Position: Q1 2018 in Review

ARS Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2018, closing a stake of 10,000 shares — an estimated $297K sold.

ARS Wealth Advisors first reported a position in SPTI in Q3 2015 and held it in 10 quarters. The position peaked at $493K in Q2 2016. 65 funds tracked by Wall St. Rank hold SPTI as of Q1 2018.

ARS Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2018 after selling out during the quarter.
ARS Wealth Advisors sold 10,000 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2018, an estimated $297K.
ARS Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2015 and held it in 10 quarters.
ARS Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $493K in Q2 2016.
65 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2018.

Based on ARS Wealth Advisors's 13F filing for Q1 2018, filed 11 Jun 2021.