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

Cetera Advisors’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 		$2.8M Buy
99,268
+29,119
+42% +$822K 0.02% 667
2023
Q4 		$2M Buy
70,149
+20,620
+42% +$572K 0.03% 508
2023
Q3 		$1.36M Buy
49,529
+823
+2% +$23K 0.02% 604
2023
Q2 		$1.38M Sell
48,706
-119,352
-71% -$3.43M 0.02% 606
2023
Q1 		$4.86M Buy
168,058
+118,432
+239% +$3.39M 0.08% 246
2022
Q4 		$1.4M Buy
49,626
+42,295
+577% +$1.19M 0.03% 552
2022
Q3 		$206K Sell
7,331
-2,493
-25% -$72.9K 0.01% 1134
2022
Q2 		$290K Sell
9,824
-3,942
-29% -$116K 0.01% 1062
2022
Q1 		$417K Buy
13,766
+518
+4% +$16.1K 0.01% 963
2021
Q4 		$425K Buy
13,248
+953
+8% +$30.6K 0.01% 956
2021
Q3 		$397K Buy
12,295
+878
+8% +$28.6K 0.01% 968
2021
Q2 		$370K Buy
11,417
+1,937
+20% +$62.6K 0.01% 952
2021
Q1 		$304K Buy
9,480
+3,008
+46% +$98.1K 0.01% 943
2020
Q4 		$214K Buy
+6,472
New +$214K 0.01% 955
2019
Q2 		– Sell
-400
Closed -$12K – 1249
2019
Q1 		$12K Buy
+400
New +$11.9K ﹤0.01% 1124

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisors's SPTI Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 42% in Q1 2024, buying an estimated $822K and bringing the position to 99,268 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #667.

Cetera Advisors first reported a position in SPTI in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.86M in Q1 2023. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

  • Cetera Advisors held 99,268 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.8M as of Q1 2024.
  • Cetera Advisors bought 29,119 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2024, an estimated $822K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #667 holding.
  • Cetera Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and has held it in 15 quarters since.
  • Cetera Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.86M 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.