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McAdams Wright Ragen’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

McAdams Wright Ragen’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
2013
Q4 		– Sell
-8,460
Closed -$253K – 387
2013
Q3 		$253K Hold
8,460
– – 0.02% 289
2013
Q2 		$252K Buy
+8,460
New +$256K 0.02% 297

Other funds holding SPTI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

McAdams Wright Ragen's SPTI Position: Q4 2013 in Review

McAdams Wright Ragen sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2013, closing a stake of 8,460 shares — an estimated $253K sold.

McAdams Wright Ragen first reported a position in SPTI in Q2 2013 and held it in 2 quarters. The position peaked at $253K in Q3 2013. 27 funds tracked by Wall St. Rank hold SPTI as of Q4 2013.

  • McAdams Wright Ragen reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2013 after selling out during the quarter.
  • McAdams Wright Ragen sold 8,460 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2013, an estimated $253K.
  • McAdams Wright Ragen first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2013 and held it in 2 quarters.
  • McAdams Wright Ragen's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $253K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2013.

Based on McAdams Wright Ragen's 13F filing for Q4 2013, filed 11 Feb 2014.