M Financial Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

M Financial Asset 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
2023 Q1	–	Sell	-32	Closed	-$1K	–	18
2022 Q4	$1K	Hold	32	–	–	﹤0.01%	19
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	19
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	20
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	19
2021 Q4	$1K	Buy	+32	New	+$1.03K	﹤0.01%	20
2020 Q4	–	Sell	-26	Closed	-$1K	–	10
2020 Q3	$1K	Sell	26 -31	-54%	-$1.03K	0.01%	12
2020 Q2	$2K	Buy	+57	New	+$1.89K	0.02%	9

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

M Financial Asset Management's SPTI Position: Q1 2023 in Review

M Financial Asset Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 32 shares — an estimated $1K sold.

M Financial Asset Management first reported a position in SPTI in Q2 2020 and held it in 7 quarters. The position peaked at $2K in Q2 2020. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

M Financial Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
M Financial Asset Management sold 32 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $1K.
M Financial Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and held it in 7 quarters.
M Financial Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2K in Q2 2020.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on M Financial Asset Management's 13F filing for Q1 2023, filed 16 May 2023.