FSB Premier Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

FSB Premier Wealth 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 Q1	–	Sell	-16,644	Closed	-$470K	–	159
2022 Q4	$470K	Sell	16,644 -574	-3%	-$16.2K	0.26%	80
2022 Q3	$484K	Sell	17,218 -92	-0.5%	-$2.69K	0.28%	72
2022 Q2	$510K	Sell	17,310 -604	-3%	-$17.8K	0.28%	70
2022 Q1	$531K	Buy	+17,914	New	+$558K	0.27%	76

Other funds holding SPTI

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FSB Premier Wealth Management's SPTI Position: Q1 2023 in Review

FSB Premier Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 16,644 shares — an estimated $470K sold.

FSB Premier Wealth Management first reported a position in SPTI in Q1 2022 and held it in 4 quarters. The position peaked at $531K in Q1 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

FSB Premier Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
FSB Premier Wealth Management sold 16,644 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $470K.
FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2022 and held it in 4 quarters.
FSB Premier Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $531K in Q1 2022.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on FSB Premier Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.