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Colton Groome Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Colton Groome Financial 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
2019
Q3 		– Sell
-170,334
Closed -$5.26M – 65
2019
Q2 		$5.26M Buy
+170,334
New +$5.17M 4.22% 10

Other funds holding SPTI

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WS
Wela Strategies Atlanta, Georgia $264M AUM 16.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Colton Groome Financial Advisors's SPTI Position: Q3 2019 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2019, closing a stake of 170,334 shares — an estimated $5.26M sold.

Colton Groome Financial Advisors first reported a position in SPTI in Q2 2019 and held it in 1 quarter. The position peaked at $5.26M in Q2 2019. 100 funds tracked by Wall St. Rank hold SPTI as of Q3 2019.

  • Colton Groome Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 170,334 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2019, an estimated $5.26M.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and held it in 1 quarter.
  • Colton Groome Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.26M in Q2 2019.
  • 100 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2019.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.