Liberty Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-31	Closed	-$1K	–	972
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	1142
2021 Q2	$1K	Buy	+31	New	+$1K	﹤0.01%	1036
2020 Q2	–	Hold	0	–	–	–	333
2019 Q3	–	Sell	-860	Closed	-$27K	–	975
2019 Q2	$27K	Buy	+860	New	+$26.1K	0.02%	356

Other funds holding SPTI

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MERSOM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Liberty Wealth Management's SPTI Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2021, closing a stake of 31 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SPTI in Q2 2019 and held it in 3 quarters. The position peaked at $27K in Q2 2019. 198 funds tracked by Wall St. Rank hold SPTI as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 31 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2019 and held it in 3 quarters.
Liberty Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $27K in Q2 2019.
198 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.