BMS Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

BMS Financial Advisors’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 Q2	$8.32M	Buy	294,180 +285,872	+3,441%	+$8.22M	5.43%	4
2023 Q1	$240K	Buy	+8,308	New	+$238K	0.17%	105

Other funds holding SPTI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

BMS Financial Advisors's SPTI Position: Q2 2023 in Review

BMS Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 3,441% in Q2 2023, buying an estimated $8.22M and bringing the position to 294,180 shares worth $8.32M. The position accounts for 5.43% of the portfolio, ranked #4.

BMS Financial Advisors first reported a position in SPTI in Q1 2023 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

BMS Financial Advisors held 294,180 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $8.32M as of Q2 2023.
BMS Financial Advisors bought 285,872 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $8.22M.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 5.43% of BMS Financial Advisors's portfolio in Q2 2023, its #4 holding.
BMS Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 2 quarters since.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.