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Golden State Equity Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Golden State Equity Partners’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
2024
Q3 		– Hold
0
– – – 814
2021
Q3 		– Sell
-106,176
Closed -$3.44M – 276
2021
Q2 		$3.44M Buy
106,176
+40,377
+61% +$1.3M 1.33% 18
2021
Q1 		$2.11M Buy
65,799
+25,007
+61% +$815K 1.2% 23
2020
Q4 		$1.35M Buy
+40,792
New +$1.35M 0.93% 35

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Golden State Equity Partners's SPTI Position: Q3 2024 in Review

Golden State Equity Partners held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q3 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Golden State Equity Partners first reported a position in SPTI in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.44M in Q2 2021. 332 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • Golden State Equity Partners held 0 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2 as of Q3 2024.
  • Golden State Equity Partners left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2024, its #814 holding.
  • Golden State Equity Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and has held it in 3 quarters since.
  • Golden State Equity Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.44M in Q2 2021.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2024.

Based on Golden State Equity Partners's 13F filing for Q3 2024, filed 25 Oct 2024.