Lake Point Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
Other funds holding SPTI
MERSOM
CWM
SF
Lake Point Wealth Management's SPTI Position: Q2 2022 in Review
Lake Point Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022: 81 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in SPTI as recently as Q2 2019.
Lake Point Wealth Management first reported a position in SPTI in Q1 2019 and has held it in 3 quarters since. The position peaked at $17K in Q2 2019. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.
- Lake Point Wealth Management held 81 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2K as of Q2 2022.
- State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Lake Point Wealth Management position in Q2 2022.
- State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #339 holding.
- Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2019 and has held it in 3 quarters since.
- Lake Point Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $17K in Q2 2019.
- 236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.
Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.