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Lee Financial Group Hawaii’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Lee Financial Group Hawaii’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
2021
Q1 		– Sell
-102,576
Closed -$3.39M – 38
2020
Q4 		$3.39M Buy
+102,576
New +$3.39M 2.86% 16

Other funds holding SPTI

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lee Financial Group Hawaii's SPTI Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2021, closing a stake of 102,576 shares — an estimated $3.39M sold.

Lee Financial Group Hawaii first reported a position in SPTI in Q4 2020 and held it in 1 quarter. The position peaked at $3.39M in Q4 2020. 156 funds tracked by Wall St. Rank hold SPTI as of Q1 2021.

  • Lee Financial Group Hawaii reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 102,576 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2021, an estimated $3.39M.
  • Lee Financial Group Hawaii first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Lee Financial Group Hawaii's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.39M in Q4 2020.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.