Clear Creek Financial Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Clear Creek Financial Management’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
2022 Q2	–	Sell	-18,734	Closed	-$567K	–	370
2022 Q1	$567K	Sell	18,734 -880	-4%	-$27.4K	0.09%	173
2021 Q4	$629K	Sell	19,614 -4,569	-19%	-$147K	0.09%	165
2021 Q3	$781K	Sell	24,183 -203	-0.8%	-$6.62K	0.13%	152
2021 Q2	$790K	Buy	+24,386	New	+$788K	0.12%	145
2021 Q1	–	Sell	-32,239	Closed	-$1.06M	–	230
2020 Q4	$1.06M	Buy	+32,239	New	+$1.07M	0.21%	109
2020 Q3	–	Sell	-177,235	Closed	-$5.89M	–	242
2020 Q2	$5.89M	Buy	177,235 +155,680	+722%	+$5.15M	1.53%	15
2020 Q1	$712K	Buy	+21,555	New	+$686K	0.27%	55
2019 Q4	–	Sell	-7,795	Closed	-$242K	–	150
2019 Q3	$242K	Buy	+7,795	New	+$243K	0.12%	105

Other funds holding SPTI

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CWM

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Clear Creek Financial Management's SPTI Position: Q2 2022 in Review

Clear Creek Financial Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022, closing a stake of 18,734 shares — an estimated $567K sold.

Clear Creek Financial Management first reported a position in SPTI in Q3 2019 and held it in 8 quarters. The position peaked at $5.89M in Q2 2020. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

Clear Creek Financial Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 18,734 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $567K.
Clear Creek Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2019 and held it in 8 quarters.
Clear Creek Financial Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.89M in Q2 2020.
236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.