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

First Personal Financial 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
2023 Q2	–	Sell	-143	Closed	-$4.14K	–	399
2023 Q1	$4.14K	Buy	+143	New	+$4.09K	﹤0.01%	362
2020 Q1	–	Sell	-449	Closed	-$14K	–	492
2019 Q4	$14K	Buy	+449	New	+$14K	﹤0.01%	264

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

First Personal Financial Services's SPTI Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 143 shares — an estimated $4.14K sold.

First Personal Financial Services first reported a position in SPTI in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 260 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

First Personal Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 143 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $4.14K.
First Personal Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 2 quarters.
First Personal Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $14K in Q4 2019.
260 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.