First Allied Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

First Allied Advisory Services’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 Q3	$376K	Sell	11,301 -76,161	-87%	-$2.53M	0.01%	820
2020 Q2	$2.9M	Buy	87,462 +80,601	+1,175%	+$2.67M	0.11%	201
2020 Q1	$227K	Sell	6,861 -2,290	-25%	-$72.9K	0.01%	881
2019 Q4	$283K	Buy	9,151 +995	+12%	+$31K	0.01%	955
2019 Q3	$257K	Sell	8,156 -38,218	-82%	-$1.19M	0.01%	974
2019 Q2	$1.43M	Buy	46,374 +38,306	+475%	+$1.16M	0.05%	377
2019 Q1	$243K	Buy	+8,068	New	+$240K	0.01%	971
2016 Q1	–	Sell	-90,986	Closed	-$2.74M	–	1108
2015 Q4	$2.74M	Buy	+90,986	New	+$2.74M	0.14%	165

Other funds holding SPTI

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

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

Financial Engines Advisors

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

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return