Harvest Group Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Harvest Group Wealth Management’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 Q1	$81.1K	Sell	2,802 -61	-2%	-$1.74K	0.05%	57
2022 Q4	$80.9K	Hold	2,863	–	–	0.05%	59
2022 Q3	$79K	Sell	2,863 -3	-0.1%	-$88	0.05%	61
2022 Q2	$86K	Buy	+2,866	New	+$84.6K	0.05%	62

Other funds holding SPTI

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Group Wealth Management's SPTI Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 2.1% in Q1 2023, selling an estimated $1.74K and leaving 2,802 shares worth $81.1K. The position accounts for 0.05% of the portfolio, ranked #57.

Harvest Group Wealth Management first reported a position in SPTI in Q2 2022 and has held it in 4 quarters since. The position peaked at $86K in Q2 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

Harvest Group Wealth Management held 2,802 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $81.1K as of Q1 2023.
Harvest Group Wealth Management sold 61 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $1.74K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.05% of Harvest Group Wealth Management's portfolio in Q1 2023, its #57 holding.
Harvest Group Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and has held it in 4 quarters since.
Harvest Group Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $86K in Q2 2022.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.