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

Filbrandt 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
2020
Q2 		– Sell
-116
Closed -$4K – 452
2020
Q1 		$4K Hold
116
– – ﹤0.01% 157
2019
Q4 		$3K Buy
+116
New +$3.61K ﹤0.01% 175

Other funds holding SPTI

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Filbrandt Wealth Management's SPTI Position: Q2 2020 in Review

Filbrandt Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2020, closing a stake of 116 shares — an estimated $4K sold.

Filbrandt Wealth Management first reported a position in SPTI in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 162 funds tracked by Wall St. Rank hold SPTI as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 116 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2020, an estimated $4K.
  • Filbrandt Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 2 quarters.
  • Filbrandt Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $4K in Q1 2020.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2020.

Based on Filbrandt Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.