Diversified
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Diversified’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

Diversified’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
Q3 		$235K Hold
8,102
– – 0.03% 207
2024
Q2 		$227K Buy
8,102
+30
+0.4% +$834 0.03% 208
2024
Q1 		$227K Buy
+8,072
New +$228K 0.03% 155

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Diversified's SPTI Position: Q3 2024 in Review

Diversified held its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) position steady in Q3 2024 at 8,102 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #207.

Diversified first reported a position in SPTI in Q1 2024 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • Diversified held 8,102 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $235K as of Q3 2024.
  • Diversified left its State Street SPDR Portfolio Intermediate Term Treasury Index ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #207 holding.
  • Diversified first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q1 2024 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.