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JFS Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-189
Closed -$6K – 1957
2021
Q4 		$6K Buy
+189
New +$6.07K ﹤0.01% 770

Other funds holding SPTI

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

JFS Wealth Advisors's SPTI Position: Q1 2022 in Review

JFS Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2022, closing a stake of 189 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in SPTI in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 197 funds tracked by Wall St. Rank hold SPTI as of Q1 2022.

  • JFS Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 189 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2022, an estimated $6K.
  • JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $6K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.