Insight 2811 Inc’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Insight 2811 Inc’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 Q3	–	Sell	-7,151	Closed	-$211K	–	86
2022 Q2	$211K	Sell	7,151 -542	-7%	-$16K	0.14%	76
2022 Q1	$233K	Buy	7,693 +1,150	+18%	+$35.8K	0.14%	76
2021 Q4	$210K	Buy	+6,543	New	+$210K	0.12%	77
2021 Q3	–	Sell	-6,543	Closed	-$212K	–	86
2021 Q2	$212K	Buy	+6,543	New	+$211K	0.12%	76
2021 Q1	–	Sell	-6,280	Closed	-$208K	–	78
2020 Q4	$208K	Sell	6,280 -522	-8%	-$17.3K	0.12%	69
2020 Q3	$226K	Buy	+6,802	New	+$226K	0.14%	55

Other funds holding SPTI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight 2811 Inc's SPTI Position: Q3 2022 in Review

Insight 2811 Inc sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2022, closing a stake of 7,151 shares — an estimated $211K sold.

Insight 2811 Inc first reported a position in SPTI in Q3 2020 and held it in 6 quarters. The position peaked at $233K in Q1 2022. 238 funds tracked by Wall St. Rank hold SPTI as of Q3 2022.

Insight 2811 Inc reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Insight 2811 Inc sold 7,151 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2022, an estimated $211K.
Insight 2811 Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2020 and held it in 6 quarters.
Insight 2811 Inc's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $233K in Q1 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2022.

Based on Insight 2811 Inc's 13F filing for Q3 2022, filed 14 Nov 2022.