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Integrated Investment Consultants’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Integrated Investment Consultants’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
Q4 		– Sell
-13,502
Closed -$380K – 263
2022
Q3 		$380K Sell
13,502
-25,577
-65% -$748K 0.15% 113
2022
Q2 		$1.15M Buy
39,079
+24,664
+171% +$728K 0.42% 39
2022
Q1 		$437K Buy
+14,415
New +$449K 0.12% 149

Other funds holding SPTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Investment Consultants's SPTI Position: Q4 2022 in Review

Integrated Investment Consultants sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 13,502 shares — an estimated $380K sold.

Integrated Investment Consultants first reported a position in SPTI in Q1 2022 and held it in 3 quarters. The position peaked at $1.15M in Q2 2022. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

  • Integrated Investment Consultants reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Integrated Investment Consultants sold 13,502 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $380K.
  • Integrated Investment Consultants first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2022 and held it in 3 quarters.
  • Integrated Investment Consultants's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.15M in Q2 2022.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Integrated Investment Consultants's 13F filing for Q4 2022, filed 14 Feb 2023.