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

Institute for 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
2020
Q1 		– Sell
-50
Closed -$2K – 646
2019
Q4 		$2K Buy
+50
New +$1.55K ﹤0.01% 666

Other funds holding SPTI

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Institute for Wealth Management's SPTI Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in SPTI in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 127 funds tracked by Wall St. Rank hold SPTI as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 50 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2020, an estimated $2K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.