IFS Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

IFS Advisors’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 Q1	–	Sell	-19,863	Closed	-$636K	–	133
2021 Q4	$636K	Sell	19,863 -3,633	-15%	-$117K	0.45%	20
2021 Q3	$759K	Sell	23,496 -168,971	-88%	-$5.51M	0.49%	19
2021 Q2	$6.23M	Buy	192,467 +3,434	+2%	+$111K	4.18%	10
2021 Q1	$6.06M	Sell	189,033 -16,919	-8%	-$552K	4.74%	9
2020 Q4	$6.81M	Buy	+205,952	New	+$6.81M	5.21%	7

Other funds holding SPTI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

IFS Advisors's SPTI Position: Q1 2022 in Review

IFS Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2022, closing a stake of 19,863 shares — an estimated $636K sold.

IFS Advisors first reported a position in SPTI in Q4 2020 and held it in 5 quarters. The position peaked at $6.81M in Q4 2020. 197 funds tracked by Wall St. Rank hold SPTI as of Q1 2022.

IFS Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
IFS Advisors sold 19,863 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2022, an estimated $636K.
IFS Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and held it in 5 quarters.
IFS Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6.81M in Q4 2020.
197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2022.

Based on IFS Advisors's 13F filing for Q1 2022, filed 10 May 2022.