Freedom Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-9,672	Closed	-$280K	–	770
2023 Q1	$280K	Sell	9,672 -2,602	-21%	-$74.4K	0.03%	571
2022 Q4	$347K	Sell	12,274 -397	-3%	-$11.2K	0.04%	539
2022 Q3	$356K	Sell	12,671 -4,989	-28%	-$146K	0.04%	521
2022 Q2	$520K	Sell	17,660 -2,107	-11%	-$62.2K	0.06%	446
2022 Q1	$599K	Sell	19,767 -1,658	-8%	-$51.7K	0.05%	426
2021 Q4	$687K	Sell	21,425 -7,615	-26%	-$244K	0.05%	444
2021 Q3	$938K	Sell	29,040 -9,634	-25%	-$314K	0.07%	333
2021 Q2	$1.25M	Buy	38,674 +2,457	+7%	+$79.4K	0.09%	270
2021 Q1	$1.16M	Buy	+36,217	New	+$1.18M	0.09%	263
2016 Q1	–	Sell	-74,704	Closed	-$2.25M	–	883
2015 Q4	$2.25M	Buy	+74,704	New	+$2.25M	0.17%	68

Other funds holding SPTI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Freedom Investment Management's SPTI Position: Q2 2023 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 9,672 shares — an estimated $280K sold.

Freedom Investment Management first reported a position in SPTI in Q4 2015 and held it in 10 quarters. The position peaked at $2.25M in Q4 2015. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

Freedom Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 9,672 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $280K.
Freedom Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and held it in 10 quarters.
Freedom Investment Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.25M in Q4 2015.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.