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

Heirloom 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
2022
Q2 		$446K Sell
15,023
-278
-2% -$8.21K 0.37% 26
2022
Q1 		$453K Sell
15,301
-3,490
-19% -$109K 0.31% 24
2021
Q4 		$594K Buy
+18,791
New +$603K 0.51% 23

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Heirloom Wealth Management's SPTI Position: Q2 2022 in Review

Heirloom Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 1.8% in Q2 2022, selling an estimated $8.21K and leaving 15,023 shares worth $446K. The position accounts for 0.37% of the portfolio, ranked #26.

Heirloom Wealth Management first reported a position in SPTI in Q4 2021 and has held it in 3 quarters since. The position peaked at $594K in Q4 2021. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

  • Heirloom Wealth Management held 15,023 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $446K as of Q2 2022.
  • Heirloom Wealth Management sold 278 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $8.21K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.37% of Heirloom Wealth Management's portfolio in Q2 2022, its #26 holding.
  • Heirloom Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and has held it in 3 quarters since.
  • Heirloom Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $594K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on Heirloom Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.