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 $58.2B AUM 22.78% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Juncture Wealth Strategies's SPTI Position: Q2 2020 in Review

Juncture Wealth Strategies sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2020, closing a stake of 6,263 shares — an estimated $207K sold.

Juncture Wealth Strategies first reported a position in SPTI in Q2 2018 and held it in 5 quarters. The position peaked at $456K in Q3 2018. 162 funds tracked by Wall St. Rank hold SPTI as of Q2 2020.

Juncture Wealth Strategies reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Juncture Wealth Strategies sold 6,263 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2020, an estimated $207K.
Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2018 and held it in 5 quarters.
Juncture Wealth Strategies's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $456K in Q3 2018.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2020.

Based on Juncture Wealth Strategies's 13F filing for Q2 2020, filed 28 Jul 2020.