Financial Gravity Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-28	Closed	-$1.93K	–	1716
2023 Q2	$1.93K	Buy	+28	New	+$806	0.01%	650
2023 Q1	–	Sell	-28	Closed	-$15.4K	–	1599
2022 Q4	$15.4K	Buy	+28	New	+$790	0.08%	145

Other funds holding SPTI

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

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

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

MERSOM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's SPTI Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 28 shares — an estimated $1.93K sold.

Financial Gravity Asset Management first reported a position in SPTI in Q4 2022 and held it in 2 quarters. The position peaked at $15.4K in Q4 2022. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

Financial Gravity Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 28 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $1.93K.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 2 quarters.
Financial Gravity Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $15.4K in Q4 2022.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.