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Concert Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-136
Closed -$4K – 873
2016
Q3 		$4K Buy
+136
New +$4.17K ﹤0.01% 982

Other funds holding SPTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Concert Wealth Management's SPTI Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2016, closing a stake of 136 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in SPTI in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 56 funds tracked by Wall St. Rank hold SPTI as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 136 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4K in Q3 2016.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.