Kelly Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Kelly Financial Services’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
2024 Q2	–	Sell	-4,962	Closed	-$138K	–	801
2024 Q1	$140K	Sell	4,962 -10,220	-67%	-$289K	0.05%	124
2023 Q4	$434K	Buy	15,182 +15,181	+1,518,100%	+$421K	0.18%	64
2023 Q3	$21	Hold	1	–	–	﹤0.01%	754
2023 Q2	$22	Sell	1 -3,529	-100%	-$102K	﹤0.01%	719
2023 Q1	$102K	Sell	3,530 -712	-17%	-$20.4K	0.05%	118
2022 Q4	$120K	Sell	4,242 -5,656	-57%	-$160K	0.06%	112
2022 Q3	$278K	Buy	9,898 +4,102	+71%	+$120K	0.16%	65
2022 Q2	$171K	Buy	+5,796	New	+$171K	0.09%	84

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kelly Financial Services's SPTI Position: Q2 2024 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2024, closing a stake of 4,962 shares — an estimated $138K sold.

Kelly Financial Services first reported a position in SPTI in Q2 2022 and held it in 8 quarters. The position peaked at $434K in Q4 2023. 317 funds tracked by Wall St. Rank hold SPTI as of Q2 2024.

Kelly Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Kelly Financial Services sold 4,962 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2024, an estimated $138K.
Kelly Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 8 quarters.
Kelly Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $434K in Q4 2023.
317 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.