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Baker Tilly Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Baker Tilly Wealth Management’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
Q1 		– Sell
-14,137
Closed -$399K – 571
2022
Q4 		$399K Buy
+14,137
New +$399K 0.05% 382

Other funds holding SPTI

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baker Tilly Wealth Management's SPTI Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 14,137 shares — an estimated $399K sold.

Baker Tilly Wealth Management first reported a position in SPTI in Q4 2022 and held it in 1 quarter. The position peaked at $399K in Q4 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,137 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $399K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $399K in Q4 2022.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.