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

Lockerman Financial Group’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
Q2 		– Sell
-7,119
Closed -$206K – 82
2023
Q1 		$206K Buy
+7,119
New +$204K 0.57% 71

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Lockerman Financial Group's SPTI Position: Q2 2023 in Review

Lockerman Financial Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 7,119 shares — an estimated $206K sold.

Lockerman Financial Group first reported a position in SPTI in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 260 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

  • Lockerman Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 7,119 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $206K.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Lockerman Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $206K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on Lockerman Financial Group's 13F filing for Q2 2023, filed 20 Jul 2023.