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

Destination 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
2019 Q2	–	Sell	-206	Closed	-$6K	–	729
2019 Q1	$6K	Buy	+206	New	+$6.14K	﹤0.01%	533
2018 Q3	–	Sell	-524	Closed	-$15K	–	757
2018 Q2	$15K	Buy	+524	New	+$15.3K	﹤0.01%	363

Other funds holding SPTI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Destination Wealth Management's SPTI Position: Q2 2019 in Review

Destination Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2019, closing a stake of 206 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in SPTI in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 121 funds tracked by Wall St. Rank hold SPTI as of Q2 2019.

Destination Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 206 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2019, an estimated $6K.
Destination Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and held it in 2 quarters.
Destination Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $15K in Q2 2018.
121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.