Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2020 Q3	–	Sell	-2,797	Closed	-$93K	–	106
2020 Q2	$93K	Hold	2,797	–	–	﹤0.01%	25
2020 Q1	$93K	Buy	+2,797	New	+$89K	0.01%	24
2019 Q3	–	Sell	-33,462	Closed	-$1.03M	–	147
2019 Q2	$1.03M	Buy	33,462 +10,674	+47%	+$324K	0.05%	21
2019 Q1	$688K	Sell	22,788 -20,360	-47%	-$607K	0.03%	20
2018 Q4	$1.28M	Buy	43,148 +24,282	+129%	+$708K	0.06%	17
2018 Q3	$549K	Buy	18,866 +10,518	+126%	+$308K	0.02%	19
2018 Q2	$245K	Buy	+8,348	New	+$244K	0.01%	22

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SGAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SPTI Position: Q3 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2020, closing a stake of 2,797 shares — an estimated $93K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SPTI in Q2 2018 and held it in 7 quarters. The position peaked at $1.28M in Q4 2018. 144 funds tracked by Wall St. Rank hold SPTI as of Q3 2020.

Beacon Capital Management Inc (Ohio) reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 2,797 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2020, an estimated $93K.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and held it in 7 quarters.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.28M in Q4 2018.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2020, filed 7 Oct 2020.