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HM Payson & Co’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-101
Closed -$2.78K – 1031
2023
Q3 		$2.78K Buy
+101
New +$2.82K ﹤0.01% 913

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HM Payson & Co's SPTI Position: Q4 2023 in Review

HM Payson & Co sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 101 shares — an estimated $2.78K sold.

HM Payson & Co first reported a position in SPTI in Q3 2023 and held it in 1 quarter. The position peaked at $2.78K in Q3 2023. 312 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

  • HM Payson & Co reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • HM Payson & Co sold 101 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $2.78K.
  • HM Payson & Co first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • HM Payson & Co's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.78K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.