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

Goodwin 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
2022
Q4 		– Sell
-109
Closed -$3K – 240
2022
Q3 		$3K Sell
109
-158
-59% -$4.62K ﹤0.01% 189
2022
Q2 		$7.87K Buy
+267
New +$7.88K 0.01% 119

Other funds holding SPTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goodwin Investment Advisory's SPTI Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 109 shares — an estimated $3K sold.

Goodwin Investment Advisory first reported a position in SPTI in Q2 2022 and held it in 2 quarters. The position peaked at $7.87K in Q2 2022. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

  • Goodwin Investment Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 109 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $3K.
  • Goodwin Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.87K in Q2 2022.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.