Benjamin Edwards Inc’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Benjamin Edwards Inc’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
2022 Q4	–	Sell	-114,936	Closed	-$3.23M	–	766
2022 Q3	$3.23M	Buy	114,936 +112,564	+4,746%	+$3.29M	0.97%	26
2022 Q2	$70K	Buy	+2,372	New	+$70K	0.02%	392
2021 Q1	–	Sell	-991	Closed	-$33K	–	397
2020 Q4	$33K	Buy	991 +44	+5%	+$1.46K	0.03%	273
2020 Q3	$31K	Buy	+947	New	+$31.5K	0.03%	255
2020 Q1	–	Sell	-2,407	Closed	-$74K	–	381
2019 Q4	$74K	Buy	+2,407	New	+$74.9K	0.15%	110

Other funds holding SPTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benjamin Edwards Inc's SPTI Position: Q4 2022 in Review

Benjamin Edwards Inc sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 114,936 shares — an estimated $3.23M sold.

Benjamin Edwards Inc first reported a position in SPTI in Q4 2019 and held it in 5 quarters. The position peaked at $3.23M in Q3 2022. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

Benjamin Edwards Inc reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Benjamin Edwards Inc sold 114,936 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $3.23M.
Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 5 quarters.
Benjamin Edwards Inc's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.23M in Q3 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Benjamin Edwards Inc's 13F filing for Q4 2022, filed 7 Feb 2023.