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

Bartlett & 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
Q3 		– Sell
-685
Closed -$20K – 1255
2022
Q2 		$20K Buy
+685
New +$20.2K ﹤0.01% 740
2019
Q3 		– Sell
-384
Closed -$12K – 913
2019
Q2 		$12K Buy
+384
New +$11.6K ﹤0.01% 577
2014
Q3 		– Sell
-570
Closed -$17K – 718
2014
Q2 		$17K Hold
570
– – ﹤0.01% 572
2014
Q1 		$17K Hold
570
– – ﹤0.01% 559
2013
Q4 		$17K Hold
570
– – ﹤0.01% 536
2013
Q3 		$17K Hold
570
– – ﹤0.01% 539
2013
Q2 		$17K Buy
+570
New +$17.2K ﹤0.01% 545

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return