Leading Edge Financial Planning’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Leading Edge Financial Planning’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 Q1	–	Sell	-9,843	Closed	-$281K	–	60
2023 Q4	$281K	Sell	9,843 -12,841	-57%	-$356K	0.15%	48
2023 Q3	$624K	Sell	22,684 -3,932	-15%	-$110K	0.4%	36
2023 Q2	$753K	Sell	26,616 -2,568	-9%	-$73.9K	0.49%	28
2023 Q1	$845K	Sell	29,184 -322	-1%	-$9.21K	0.61%	26
2022 Q4	$833K	Buy	+29,506	New	+$832K	0.72%	25

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MERSOM

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

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

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CWM

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Leading Edge Financial Planning's SPTI Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2024, closing a stake of 9,843 shares — an estimated $281K sold.

Leading Edge Financial Planning first reported a position in SPTI in Q4 2022 and held it in 5 quarters. The position peaked at $845K in Q1 2023. 315 funds tracked by Wall St. Rank hold SPTI as of Q1 2024.

Leading Edge Financial Planning reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 9,843 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2024, an estimated $281K.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $845K in Q1 2023.
315 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.