Glass Jacobson Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Glass Jacobson Investment 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
2023 Q4	–	Sell	-100	Closed	-$2.75K	–	811
2023 Q3	$2.75K	Hold	100	–	–	﹤0.01%	608
2023 Q2	$2.83K	Buy	+100	New	+$2.88K	﹤0.01%	617
2022 Q4	$30.5K	Buy	+1,080	New	+$30.5K	0.02%	384

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

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

MERSOM

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glass Jacobson Investment Advisors's SPTI Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 100 shares — an estimated $2.75K sold.

Glass Jacobson Investment Advisors first reported a position in SPTI in Q4 2022 and held it in 3 quarters. The position peaked at $30.5K in Q4 2022. 312 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 100 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $2.75K.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 3 quarters.
Glass Jacobson Investment Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $30.5K in Q4 2022.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.