MFA Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

MFA Wealth Advisors’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
2022 Q2	–	Sell	-32,375	Closed	-$981K	–	65
2022 Q1	$981K	Buy	32,375 +7,255	+29%	+$226K	0.31%	42
2021 Q4	$805K	Buy	25,120 +2,522	+11%	+$81K	0.34%	40
2021 Q3	$730K	Buy	22,598 +6,059	+37%	+$198K	0.34%	40
2021 Q2	$536K	Buy	16,539 +5,890	+55%	+$190K	0.24%	46
2021 Q1	$342K	Buy	10,649 +4,300	+68%	+$140K	0.17%	51
2020 Q4	$210K	Buy	+6,349	New	+$210K	0.19%	41

Other funds holding SPTI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

MFA Wealth Advisors's SPTI Position: Q2 2022 in Review

MFA Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022, closing a stake of 32,375 shares — an estimated $981K sold.

MFA Wealth Advisors first reported a position in SPTI in Q4 2020 and held it in 6 quarters. The position peaked at $981K in Q1 2022. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

MFA Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
MFA Wealth Advisors sold 32,375 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $981K.
MFA Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and held it in 6 quarters.
MFA Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $981K in Q1 2022.
236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on MFA Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.