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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-349
Closed -$9.97K – 372
2023
Q4 		$9.97K Buy
+349
New +$9.69K 0.01% 249

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPTI Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2024, closing a stake of 349 shares — an estimated $9.97K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPTI in Q4 2023 and held it in 1 quarter. The position peaked at $9.97K in Q4 2023. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 349 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2024, an estimated $9.97K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9.97K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.