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

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-144
Closed -$5K – 495
2020
Q3 		$5K Buy
+144
New +$4.79K ﹤0.01% 336

Other funds holding SPTI

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPTI Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2020, closing a stake of 144 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in SPTI in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 160 funds tracked by Wall St. Rank hold SPTI as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 144 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5K in Q3 2020.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.