HC Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

HC Financial Advisors’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 Q2	$38K	Hold	1,283	–	–	0.03%	142
2022 Q1	$39K	Hold	1,283	–	–	0.02%	148
2021 Q4	$41K	Buy	1,283 +73	+6%	+$2.34K	0.02%	152
2021 Q3	$39K	Sell	1,210 -750	-38%	-$24.4K	0.02%	142
2021 Q2	$63K	Sell	1,960 -1,123	-36%	-$36.3K	0.04%	123
2021 Q1	$99K	Sell	3,083 -1,040	-25%	-$33.9K	0.06%	100
2020 Q4	$136K	Sell	4,123 -5,970	-59%	-$197K	0.09%	90
2020 Q3	$335K	Sell	10,093 -3,690	-27%	-$123K	0.24%	66
2020 Q2	$458K	Buy	13,783 +1,575	+13%	+$52.1K	0.36%	62
2020 Q1	$404K	Sell	12,208 -8,388	-41%	-$267K	0.36%	62
2019 Q4	$637K	Buy	20,596 +3,828	+23%	+$119K	0.5%	59
2019 Q3	$524K	Buy	+16,768	New	+$522K	0.45%	60

Other funds holding SPTI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

HC Financial Advisors's SPTI Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2022 at 1,283 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #142.

HC Financial Advisors first reported a position in SPTI in Q3 2019 and has held it in 12 quarters since. The position peaked at $637K in Q4 2019. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

HC Financial Advisors held 1,283 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $38K as of Q2 2022.
HC Financial Advisors left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #142 holding.
HC Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2019 and has held it in 12 quarters since.
HC Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $637K in Q4 2019.
236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.