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Cornell Pochily Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cornell Pochily Investment 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
2023
Q4 		– Sell
-11,000
Closed -$303K – 180
2023
Q3 		$303K Buy
+11,000
New +$307K 0.13% 140

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cornell Pochily Investment Advisors's SPTI Position: Q4 2023 in Review

Cornell Pochily Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 11,000 shares — an estimated $303K sold.

Cornell Pochily Investment Advisors first reported a position in SPTI in Q3 2023 and held it in 1 quarter. The position peaked at $303K in Q3 2023. 312 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

  • Cornell Pochily Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 11,000 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $303K.
  • Cornell Pochily Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Cornell Pochily Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $303K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.