Koshinski Asset Management
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Koshinski Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Koshinski Asset Management’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
Q2 		– Sell
-2,220
Closed -$67.2K – 1785
2022
Q1 		$67.2K Buy
2,220
+158
+8% +$4.92K 0.01% 983
2021
Q4 		$66.1K Hold
2,062
– – 0.01% 1013
2021
Q3 		$66.6K Buy
+2,062
New +$67.2K 0.01% 1000

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Koshinski Asset Management's SPTI Position: Q2 2022 in Review

Koshinski Asset Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022, closing a stake of 2,220 shares — an estimated $67.2K sold.

Koshinski Asset Management first reported a position in SPTI in Q3 2021 and held it in 3 quarters. The position peaked at $67.2K in Q1 2022. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

  • Koshinski Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,220 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $67.2K.
  • Koshinski Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $67.2K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.