Cetera Advisor Networks’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cetera Advisor Networks’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 Q1	$12.7M	Buy	449,532 +26,577	+6%	+$750K	0.06%	317
2023 Q4	$12.1M	Sell	422,955 -903	-0.2%	-$25.1K	0.07%	305
2023 Q3	$11.7M	Buy	423,858 +28,434	+7%	+$795K	0.07%	280
2023 Q2	$11.2M	Sell	395,424 -856,882	-68%	-$24.7M	0.08%	272
2023 Q1	$36.2M	Buy	1,252,306 +940,329	+301%	+$26.9M	0.27%	82
2022 Q4	$8.81M	Buy	311,977 +303,107	+3,417%	+$8.55M	0.07%	295
2022 Q3	$249K	Buy	8,870 +981	+12%	+$28.7K	﹤0.01%	1729
2022 Q2	$232K	Buy	+7,889	New	+$233K	﹤0.01%	1762
2020 Q3	–	Sell	-1,243	Closed	-$41K	–	2782
2020 Q2	$41K	Buy	+1,243	New	+$41.1K	﹤0.01%	2017

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisor Networks's SPTI Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 6.3% in Q1 2024, buying an estimated $750K and bringing the position to 449,532 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #317.

Cetera Advisor Networks first reported a position in SPTI in Q2 2020 and has held it in 9 quarters since. The position peaked at $36.2M in Q1 2023. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

Cetera Advisor Networks held 449,532 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $12.7M as of Q1 2024.
Cetera Advisor Networks bought 26,577 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2024, an estimated $750K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #317 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and has held it in 9 quarters since.
Cetera Advisor Networks's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $36.2M in Q1 2023.
315 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.