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

Clear Perspectives Financial Planning’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	-6,445	Closed	-$195K	–	226
2022 Q1	$195K	Sell	6,445 -3,198	-33%	-$99.7K	0.07%	51
2021 Q4	$309K	Sell	9,643 -965	-9%	-$31K	0.12%	49
2021 Q3	$343K	Sell	10,608 -2,488	-19%	-$81.1K	0.16%	48
2021 Q2	$424K	Sell	13,096 -1,819	-12%	-$58.8K	0.2%	44
2021 Q1	$478K	Sell	14,915 -113,300	-88%	-$3.69M	0.28%	36
2020 Q4	$4.24M	Buy	+128,215	New	+$4.24M	2.69%	13

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 Perspectives Financial Planning's SPTI Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022, closing a stake of 6,445 shares — an estimated $195K sold.

Clear Perspectives Financial Planning first reported a position in SPTI in Q4 2020 and held it in 6 quarters. The position peaked at $4.24M in Q4 2020. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 6,445 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $195K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4.24M in Q4 2020.
236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.