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

ICA Group 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
2024 Q2	–	Sell	-23,743	Closed	-$669K	–	1252
2024 Q1	$669K	Buy	23,743 +9,414	+66%	+$266K	0.13%	142
2023 Q4	$409K	Buy	14,329 +454	+3%	+$12.6K	0.09%	171
2023 Q3	$382K	Buy	13,875 +2,811	+25%	+$78.6K	0.11%	158
2023 Q2	$313K	Buy	11,064 +6,461	+140%	+$186K	0.08%	176
2023 Q1	$133K	Sell	4,603 -667	-13%	-$19.1K	0.03%	291
2022 Q4	$149K	Buy	+5,270	New	+$149K	0.04%	296

Other funds holding SPTI

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 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

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

ICA Group Wealth Management's SPTI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2024, closing a stake of 23,743 shares — an estimated $669K sold.

ICA Group Wealth Management first reported a position in SPTI in Q4 2022 and held it in 6 quarters. The position peaked at $669K in Q1 2024. 317 funds tracked by Wall St. Rank hold SPTI as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 23,743 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2024, an estimated $669K.
ICA Group Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 6 quarters.
ICA Group Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $669K in Q1 2024.
317 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.