IP
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Investment Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Investment Partners’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
2016
Q2 		– Sell
-12,470
Closed -$375K – 158
2016
Q1 		$375K Buy
12,470
+968
+8% +$29.4K 0.24% 100
2015
Q4 		$347K Sell
11,502
-398
-3% -$12K 0.42% 70
2015
Q3 		$362K Buy
+11,900
New +$358K 0.47% 67

Other funds holding SPTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Investment Partners's SPTI Position: Q2 2016 in Review

Investment Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2016, closing a stake of 12,470 shares — an estimated $375K sold.

Investment Partners first reported a position in SPTI in Q3 2015 and held it in 3 quarters. The position peaked at $375K in Q1 2016. 58 funds tracked by Wall St. Rank hold SPTI as of Q2 2016.

  • Investment Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2016 after selling out during the quarter.
  • Investment Partners sold 12,470 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2016, an estimated $375K.
  • Investment Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2015 and held it in 3 quarters.
  • Investment Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $375K in Q1 2016.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2016.

Based on Investment Partners's 13F filing for Q2 2016, filed 12 Jul 2016.