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

LongView 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
2024
Q4 		– Sell
-9,956
Closed -$289K – 208
2024
Q3 		$289K Sell
9,956
-3,851
-28% -$111K 0.09% 164
2024
Q2 		$387K Buy
13,807
+6,032
+78% +$168K 0.14% 123
2024
Q1 		$219K Buy
+7,775
New +$220K 0.09% 163

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LongView Wealth Management's SPTI Position: Q4 2024 in Review

LongView Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2024, closing a stake of 9,956 shares — an estimated $289K sold.

LongView Wealth Management first reported a position in SPTI in Q1 2024 and held it in 3 quarters. The position peaked at $387K in Q2 2024. 360 funds tracked by Wall St. Rank hold SPTI as of Q4 2024.

  • LongView Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • LongView Wealth Management sold 9,956 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2024, an estimated $289K.
  • LongView Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • LongView Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $387K in Q2 2024.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2024.

Based on LongView Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.