LifeGuide Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

LifeGuide Financial Advisors’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
2023 Q1	–	Sell	-32,206	Closed	-$909K	–	35
2022 Q4	$909K	Buy	+32,206	New	+$909K	0.79%	13
2022 Q3	–	Sell	-14,335	Closed	-$422K	–	26
2022 Q2	$422K	Buy	+14,335	New	+$423K	0.39%	18

Other funds holding SPTI

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifeGuide Financial Advisors's SPTI Position: Q1 2023 in Review

LifeGuide Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 32,206 shares — an estimated $909K sold.

LifeGuide Financial Advisors first reported a position in SPTI in Q2 2022 and held it in 2 quarters. The position peaked at $909K in Q4 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

LifeGuide Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
LifeGuide Financial Advisors sold 32,206 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $909K.
LifeGuide Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 2 quarters.
LifeGuide Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $909K in Q4 2022.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on LifeGuide Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.