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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

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WS
Wela Strategies Atlanta, Georgia $264M AUM 16.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bellecapital's SPTI Position: Q4 2019 in Review

Bellecapital sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2019, closing a stake of 14,102 shares — an estimated $441K sold.

Bellecapital first reported a position in SPTI in Q2 2019 and held it in 2 quarters. The position peaked at $441K in Q3 2019. 110 funds tracked by Wall St. Rank hold SPTI as of Q4 2019.

  • Bellecapital reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Bellecapital sold 14,102 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2019, an estimated $441K.
  • Bellecapital first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and held it in 2 quarters.
  • Bellecapital's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $441K in Q3 2019.
  • 110 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2019.

Based on Bellecapital's 13F filing for Q4 2019, filed 12 Feb 2020.