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Erickson Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Erickson Financial Group’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
2022
Q4 		– Sell
-8,179
Closed -$230K – 25
2022
Q3 		$230K Sell
8,179
-280
-3% -$8.19K 0.26% 23
2022
Q2 		$249K Sell
8,459
-10,049
-54% -$297K 0.27% 22
2022
Q1 		$561K Sell
18,508
-1,053
-5% -$32.8K 0.5% 18
2021
Q4 		$627K Buy
+19,561
New +$628K 0.54% 17

Other funds holding SPTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Erickson Financial Group's SPTI Position: Q4 2022 in Review

Erickson Financial Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 8,179 shares — an estimated $230K sold.

Erickson Financial Group first reported a position in SPTI in Q4 2021 and held it in 4 quarters. The position peaked at $627K in Q4 2021. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

  • Erickson Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Erickson Financial Group sold 8,179 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $230K.
  • Erickson Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 4 quarters.
  • Erickson Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $627K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Erickson Financial Group's 13F filing for Q4 2022, filed 18 Jan 2023.