Measured Wealth Private Client Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-400	Closed	-$12K	–	614
2018 Q3	$12K	Buy	+400	New	+$11.7K	0.01%	596

Other funds holding SPTI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Measured Wealth Private Client Group's SPTI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2018, closing a stake of 400 shares — an estimated $12K sold.

Measured Wealth Private Client Group first reported a position in SPTI in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 74 funds tracked by Wall St. Rank hold SPTI as of Q4 2018.

Measured Wealth Private Client Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 400 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2018, an estimated $12K.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $12K in Q3 2018.
74 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.