Bellecapital’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bellecapital’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
2019 Q4	–	Sell	-14,102	Closed	-$441K	–	155
2019 Q3	$441K	Hold	14,102	–	–	0.26%	77
2019 Q2	$436K	Buy	+14,102	New	+$428K	0.27%	76

Other funds holding SPTI

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.57B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Bank of America

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

Wela Strategies Atlanta, Georgia $264M AUM 16.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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