BCM
SPTI icon

Beaumont Capital Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Beaumont Capital Management’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
2023
Q4 		– Sell
-34,805
Closed -$958K – 49
2023
Q3 		$958K Buy
34,805
+2,830
+9% +$79.1K 0.69% 30
2023
Q2 		$905K Sell
31,975
-249
-0.8% -$7.16K 0.63% 32
2023
Q1 		$933K Buy
+32,224
New +$921K 0.65% 32

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beaumont Capital Management's SPTI Position: Q4 2023 in Review

Beaumont Capital Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 34,805 shares — an estimated $958K sold.

Beaumont Capital Management first reported a position in SPTI in Q1 2023 and held it in 3 quarters. The position peaked at $958K in Q3 2023. 313 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

  • Beaumont Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Beaumont Capital Management sold 34,805 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $958K.
  • Beaumont Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Beaumont Capital Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $958K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Beaumont Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.