BCI
SPTI icon

Brinker Capital Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Brinker Capital Investments’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
2024
Q2 		– Sell
-36,245
Closed -$1.02M – 1793
2024
Q1 		$1.02M Buy
36,245
+5,059
+16% +$143K 0.01% 971
2023
Q4 		$886K Buy
31,186
+8,175
+36% +$227K 0.01% 1001
2023
Q3 		$633K Buy
+23,011
New +$643K 0.01% 1116
2023
Q2 		– Sell
-24,655
Closed -$714K – 1678
2023
Q1 		$714K Buy
+24,655
New +$705K 0.01% 1012
2018
Q1 		– Sell
-5,422
Closed -$161K – 588
2017
Q4 		$161K Buy
+5,422
New +$162K 0.01% 304

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return