Cullen/Frost Bankers’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cullen/Frost Bankers’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
2024 Q1	–	Sell	-292	Closed	-$8.34K	–	1085
2023 Q4	$8.34K	Hold	292	–	–	﹤0.01%	824
2023 Q3	$8.04K	Buy	+292	New	+$8.16K	﹤0.01%	949
2019 Q4	–	Sell	-704	Closed	-$22K	–	1091
2019 Q3	$22K	Buy	+704	New	+$21.9K	﹤0.01%	700

Other funds holding SPTI

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

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

MERSOM

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

Cullen/Frost Bankers's SPTI Position: Q1 2024 in Review

Cullen/Frost Bankers sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2024, closing a stake of 292 shares — an estimated $8.34K sold.

Cullen/Frost Bankers first reported a position in SPTI in Q3 2019 and held it in 3 quarters. The position peaked at $22K in Q3 2019. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

Cullen/Frost Bankers reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Cullen/Frost Bankers sold 292 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2024, an estimated $8.34K.
Cullen/Frost Bankers first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2019 and held it in 3 quarters.
Cullen/Frost Bankers's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $22K in Q3 2019.
315 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2024.

Based on Cullen/Frost Bankers's 13F filing for Q1 2024, filed 10 May 2024.