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CarsonAllaria Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

CarsonAllaria Wealth Management’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
-384
Closed -$10.8K – 409
2024
Q1 		$10.8K Buy
+384
New +$10.8K 0.01% 242

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 $16.4B AUM 25.17% 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

CarsonAllaria Wealth Management's SPTI Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2024, closing a stake of 384 shares — an estimated $10.8K sold.

CarsonAllaria Wealth Management first reported a position in SPTI in Q1 2024 and held it in 1 quarter. The position peaked at $10.8K in Q1 2024. 317 funds tracked by Wall St. Rank hold SPTI as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 384 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2024, an estimated $10.8K.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $10.8K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.