Cedar Brook Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cedar Brook Financial Partners’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
2023 Q2	–	Sell	-24,823	Closed	-$718K	–	420
2023 Q1	$718K	Buy	+24,823	New	+$710K	0.18%	129
2020 Q3	–	Sell	-23,882	Closed	-$793K	–	307
2020 Q2	$793K	Buy	+23,882	New	+$791K	0.35%	82
2019 Q3	–	Sell	-14,490	Closed	-$448K	–	323
2019 Q2	$448K	Buy	+14,490	New	+$439K	0.21%	157

Other funds holding SPTI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Cedar Brook Financial Partners's SPTI Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 24,823 shares — an estimated $718K sold.

Cedar Brook Financial Partners first reported a position in SPTI in Q2 2019 and held it in 3 quarters. The position peaked at $793K in Q2 2020. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

Cedar Brook Financial Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 24,823 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $718K.
Cedar Brook Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and held it in 3 quarters.
Cedar Brook Financial Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $793K in Q2 2020.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.