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Cascadia Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cascadia Advisory Services’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
2020
Q3 		– Sell
-233,448
Closed -$7.75M – 217
2020
Q2 		$7.75M Buy
+233,448
New +$7.73M 2.37% 10

Other funds holding SPTI

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Cascadia Advisory Services's SPTI Position: Q3 2020 in Review

Cascadia Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2020, closing a stake of 233,448 shares — an estimated $7.75M sold.

Cascadia Advisory Services first reported a position in SPTI in Q2 2020 and held it in 1 quarter. The position peaked at $7.75M in Q2 2020. 144 funds tracked by Wall St. Rank hold SPTI as of Q3 2020.

  • Cascadia Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Cascadia Advisory Services sold 233,448 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2020, an estimated $7.75M.
  • Cascadia Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and held it in 1 quarter.
  • Cascadia Advisory Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.75M in Q2 2020.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.