IP
SPTI icon

Ignite Planners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Ignite Planners’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
-14,400
Closed -$394K – 329
2023
Q3 		$394K Buy
14,400
+26
+0.2% +$727 0.12% 190
2023
Q2 		$401K Buy
14,374
+269
+2% +$7.74K 0.15% 144
2023
Q1 		$409K Buy
+14,105
New +$403K 0.17% 151

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $786B AUM 40.34% 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 $3.37T AUM 44.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ignite Planners's SPTI Position: Q4 2023 in Review

Ignite Planners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 14,400 shares — an estimated $394K sold.

Ignite Planners first reported a position in SPTI in Q1 2023 and held it in 3 quarters. The position peaked at $409K in Q1 2023. 313 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

  • Ignite Planners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 14,400 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $394K.
  • Ignite Planners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Ignite Planners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $409K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.