Godsey & Gibb Inc’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Godsey & Gibb Inc’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	-74	Closed	-$2.04K	–	374
2023 Q3	$2.04K	Hold	74	–	–	﹤0.01%	304
2023 Q2	$2.09K	Hold	74	–	–	﹤0.01%	335
2023 Q1	$2.14K	Hold	74	–	–	﹤0.01%	305
2022 Q4	$2.09K	Buy	+74	New	+$2.09K	﹤0.01%	262

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 $13.5B AUM 19.09% 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

Godsey & Gibb Inc's SPTI Position: Q4 2023 in Review

Godsey & Gibb Inc sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 74 shares — an estimated $2.04K sold.

Godsey & Gibb Inc first reported a position in SPTI in Q4 2022 and held it in 4 quarters. The position peaked at $2.14K in Q1 2023. 312 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

Godsey & Gibb Inc reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Godsey & Gibb Inc sold 74 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $2.04K.
Godsey & Gibb Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Godsey & Gibb Inc's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.14K in Q1 2023.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Godsey & Gibb Inc's 13F filing for Q4 2023, filed 16 Jan 2024.