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

Horizon 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
Q3 		– Sell
-444,285
Closed -$12.6M – 85
2023
Q2 		$12.6M Buy
+444,285
New +$12.8M 4.96% 8

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Wealth Management's SPTI Position: Q3 2023 in Review

Horizon Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 444,285 shares — an estimated $12.6M sold.

Horizon Wealth Management first reported a position in SPTI in Q2 2023 and held it in 1 quarter. The position peaked at $12.6M in Q2 2023. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

  • Horizon Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Horizon Wealth Management sold 444,285 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $12.6M.
  • Horizon Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Horizon Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $12.6M in Q2 2023.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on Horizon Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.