Asset Management Resources’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Asset Management Resources’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	$5.96M	Sell	208,580 -64,443	-24%	-$1.79M	3.39%	9
2023 Q3	$7.52M	Buy	273,023 +17,665	+7%	+$494K	4.67%	5
2023 Q2	$7.22M	Buy	255,358 +10,940	+4%	+$315K	4.39%	7
2023 Q1	$7.07M	Buy	244,418 +49,612	+25%	+$1.42M	4.51%	5
2022 Q4	$5.5M	Sell	194,806 -84,843	-30%	-$2.39M	3.74%	6
2022 Q3	$7.87M	Buy	279,649 +3,964	+1%	+$116K	7.7%	5
2022 Q2	$8.12M	Sell	275,685 -22,488	-8%	-$664K	6.9%	5
2022 Q1	$9.03M	Sell	298,173 -6,861	-2%	-$214K	7.3%	5
2021 Q4	$9.78M	Buy	+305,034	New	+$9.79M	8.56%	3

Other funds holding SPTI

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

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

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

Envestnet Asset Management

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

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

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

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