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

Cambridge Trust’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 Q1	$2.54K	Hold	90	–	–	﹤0.01%	624
2023 Q4	$2.57K	Hold	90	–	–	﹤0.01%	654
2023 Q3	$2.48K	Hold	90	–	–	﹤0.01%	663
2023 Q2	$2.55K	Hold	90	–	–	﹤0.01%	661
2023 Q1	$2.6K	Hold	90	–	–	﹤0.01%	710
2022 Q4	$3K	Sell	90 -150	-63%	-$4.23K	﹤0.01%	757
2022 Q3	$7K	Buy	240 +90	+60%	+$2.63K	﹤0.01%	687
2022 Q2	$4K	Buy	+150	New	+$4.43K	﹤0.01%	772

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Trust's SPTI Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q1 2024 at 90 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Cambridge Trust first reported a position in SPTI in Q2 2022 and has held it in 8 quarters since. The position peaked at $7K in Q3 2022. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

Cambridge Trust held 90 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.54K as of Q1 2024.
Cambridge Trust left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #624 holding.
Cambridge Trust first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 8 quarters since.
Cambridge Trust's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7K in Q3 2022.
315 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.