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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-247
Closed -$7K 193
2022
Q4
$7K Sell
247
-489
-66% -$13.8K ﹤0.01% 139
2022
Q3
$21K Buy
736
+381
+107% +$11.1K 0.01% 125
2022
Q2
$10K Buy
+355
New +$10.5K ﹤0.01% 137

Other funds holding SPTI

Bay Harbor Wealth Management's SPTI Position: Q1 2023 in Review

Bay Harbor Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 247 shares — an estimated $7K sold.

Bay Harbor Wealth Management first reported a position in SPTI in Q2 2022 and held it in 3 quarters. The position peaked at $21K in Q3 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

  • Bay Harbor Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 247 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $7K.
  • Bay Harbor Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 3 quarters.
  • Bay Harbor Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $21K in Q3 2022.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.