Bank Julius Baer & Co’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-670	Closed	-$21K	–	779
2021 Q4	$21K	Hold	670	–	–	﹤0.01%	733
2021 Q3	$22K	Sell	670 -9	-1%	-$293	﹤0.01%	739
2021 Q2	$22K	Sell	679 -1,068	-61%	-$34.5K	﹤0.01%	750
2021 Q1	$56K	Sell	1,747 -7	-0.4%	-$228	﹤0.01%	661
2020 Q4	$58K	Buy	1,754 +14	+0.8%	+$463	﹤0.01%	670
2020 Q3	$58K	Buy	1,740 +1,182	+212%	+$39.3K	﹤0.01%	593
2020 Q2	$19K	Sell	558 -10,919	-95%	-$361K	﹤0.01%	608
2020 Q1	$378K	Buy	+11,477	New	+$365K	0.01%	344

Other funds holding SPTI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SGAM

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

Bank Julius Baer & Co's SPTI Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2022, closing a stake of 670 shares — an estimated $21K sold.

Bank Julius Baer & Co first reported a position in SPTI in Q1 2020 and held it in 8 quarters. The position peaked at $378K in Q1 2020. 197 funds tracked by Wall St. Rank hold SPTI as of Q1 2022.

Bank Julius Baer & Co reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 670 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2022, an estimated $21K.
Bank Julius Baer & Co first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and held it in 8 quarters.
Bank Julius Baer & Co's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $378K in Q1 2020.
197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.