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

Financial Strategies 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
Q2 		– Sell
-11,234
Closed -$340K – 88
2022
Q1 		$340K Buy
+11,234
New +$350K 0.14% 67

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Financial Strategies Group's SPTI Position: Q2 2022 in Review

Financial Strategies Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022, closing a stake of 11,234 shares — an estimated $340K sold.

Financial Strategies Group first reported a position in SPTI in Q1 2022 and held it in 1 quarter. The position peaked at $340K in Q1 2022. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

  • Financial Strategies Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Strategies Group sold 11,234 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $340K.
  • Financial Strategies Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Financial Strategies Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $340K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on Financial Strategies Group's 13F filing for Q2 2022, filed 8 Aug 2022.