Juncture Wealth Strategies’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Juncture Wealth Strategies’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 Q2	–	Sell	-6,263	Closed	-$207K	–	105
2020 Q1	$207K	Buy	+6,263	New	+$199K	0.19%	85
2019 Q2	–	Sell	-7,116	Closed	-$215K	–	121
2019 Q1	$215K	Sell	7,116 -2,964	-29%	-$88.3K	0.17%	111
2018 Q4	$300K	Sell	10,080 -5,604	-36%	-$163K	0.2%	91
2018 Q3	$456K	Buy	15,684 +3,400	+28%	+$99.4K	0.24%	78
2018 Q2	$360K	Buy	+12,284	New	+$359K	0.19%	85

Other funds holding SPTI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Envestnet Asset Management

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

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return