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Financial Network Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Financial Network Wealth Advisors’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 		– Sell
-356
Closed -$9.97K – 979
2024
Q2 		$9.97K Buy
+356
New +$9.9K 0.01% 488

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Financial Network Wealth Advisors's SPTI Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2024, closing a stake of 356 shares — an estimated $9.97K sold.

Financial Network Wealth Advisors first reported a position in SPTI in Q2 2024 and held it in 1 quarter. The position peaked at $9.97K in Q2 2024. 332 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 356 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2024, an estimated $9.97K.
  • Financial Network Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9.97K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.