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Forum Financial Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Forum Financial Management’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
Q2 		– Sell
-93,803
Closed -$2.64M – 760
2024
Q1 		$2.64M Buy
+93,803
New +$2.65M 0.05% 89

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Forum Financial Management's SPTI Position: Q2 2024 in Review

Forum Financial Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2024, closing a stake of 93,803 shares — an estimated $2.64M sold.

Forum Financial Management first reported a position in SPTI in Q1 2024 and held it in 1 quarter. The position peaked at $2.64M in Q1 2024. 317 funds tracked by Wall St. Rank hold SPTI as of Q2 2024.

  • Forum Financial Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 93,803 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2024, an estimated $2.64M.
  • Forum Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.64M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.