Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Heritage Wealth Management (Arizona)’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	$228K	Buy	8,060 +3,160	+64%	+$89.2K	0.03%	320
2022 Q3	$138K	Sell	4,900 -685	-12%	-$20K	0.04%	294
2022 Q2	$165K	Buy	5,585 +419	+8%	+$12.4K	0.05%	272
2022 Q1	$156K	Buy	+5,166	New	+$161K	0.04%	311
2021 Q3	$8K	Sell	262 -36	-12%	-$1.17K	﹤0.01%	682
2021 Q2	$10K	Buy	+298	New	+$9.63K	﹤0.01%	666

Other funds holding SPTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s SPTI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 64% in Q4 2022, buying an estimated $89.2K and bringing the position to 8,060 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #320.

Heritage Wealth Management (Arizona) first reported a position in SPTI in Q2 2021 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

Heritage Wealth Management (Arizona) held 8,060 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $228K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 3,160 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $89.2K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #320 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2021 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.