Carmichael Hill & Associates’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Carmichael Hill & Associates’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
2021 Q4	–	Sell	-2,233	Closed	-$72K	–	834
2021 Q3	$72K	Hold	2,233	–	–	0.04%	288
2021 Q2	$72K	Sell	2,233 -22	-1%	-$711	0.04%	288
2021 Q1	$72K	Hold	2,255	–	–	0.04%	277
2020 Q4	$75K	Hold	2,255	–	–	0.04%	267
2020 Q3	$75K	Buy	2,255 +1,356	+151%	+$45.1K	0.05%	248
2020 Q2	$30K	Buy	899 +603	+204%	+$20K	0.02%	357
2020 Q1	$10K	Hold	296	–	–	0.01%	467
2019 Q4	$9K	Buy	+296	New	+$9.21K	0.01%	496

Other funds holding SPTI

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

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

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

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

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmichael Hill & Associates's SPTI Position: Q4 2021 in Review

Carmichael Hill & Associates sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2021, closing a stake of 2,233 shares — an estimated $72K sold.

Carmichael Hill & Associates first reported a position in SPTI in Q4 2019 and held it in 8 quarters. The position peaked at $75K in Q4 2020. 199 funds tracked by Wall St. Rank hold SPTI as of Q4 2021.

Carmichael Hill & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Carmichael Hill & Associates sold 2,233 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2021, an estimated $72K.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 8 quarters.
Carmichael Hill & Associates's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $75K in Q4 2020.
199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2021.

Based on Carmichael Hill & Associates's 13F filing for Q4 2021, filed 31 Jan 2022.