Fortis Group Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Fortis Group 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
2020 Q3	$1.68M	Buy	+50,398	New	+$1.68M	0.32%	43

Other funds holding SPTI

MERSOM

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 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

SGAM

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

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

MAFM

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

Fortis Group Advisors's SPTI Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2020: 50,398 shares worth $1.68M. The stake represents 0.32% of the portfolio and ranks #43 among its holdings.

144 funds tracked by Wall St. Rank hold SPTI as of Q3 2020.

Fortis Group Advisors held 50,398 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.68M as of Q3 2020.
State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Fortis Group Advisors position in Q3 2020.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.32% of Fortis Group Advisors's portfolio in Q3 2020, its #43 holding.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.