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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bartlett & Co's SPTI Position: Q3 2022 in Review

Bartlett & Co sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2022, closing a stake of 685 shares — an estimated $20K sold.

Bartlett & Co first reported a position in SPTI in Q2 2013 and held it in 7 quarters. The position peaked at $20K in Q2 2022. 238 funds tracked by Wall St. Rank hold SPTI as of Q3 2022.

Bartlett & Co reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 685 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2022, an estimated $20K.
Bartlett & Co first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2013 and held it in 7 quarters.
Bartlett & Co's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $20K in Q2 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.