Centennial Wealth Advisory’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Centennial Wealth Advisory’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	-51,187	Closed	-$1.48M	–	139
2023 Q1	$1.48M	Buy	+51,187	New	+$1.46M	0.79%	31

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

Centennial Wealth Advisory's SPTI Position: Q2 2023 in Review

Centennial Wealth Advisory sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 51,187 shares — an estimated $1.48M sold.

Centennial Wealth Advisory first reported a position in SPTI in Q1 2023 and held it in 1 quarter. The position peaked at $1.48M in Q1 2023. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

Centennial Wealth Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Centennial Wealth Advisory sold 51,187 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $1.48M.
Centennial Wealth Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 1 quarter.
Centennial Wealth Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.48M in Q1 2023.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on Centennial Wealth Advisory's 13F filing for Q2 2023, filed 17 Jul 2023.