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

MinichMacGregor 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
2016
Q1 		– Sell
-3,566
Closed -$107K – 480
2015
Q4 		$107K Buy
+3,566
New +$107K 0.1% 58

Other funds holding SPTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

MinichMacGregor Wealth Management's SPTI Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2016, closing a stake of 3,566 shares — an estimated $107K sold.

MinichMacGregor Wealth Management first reported a position in SPTI in Q4 2015 and held it in 1 quarter. The position peaked at $107K in Q4 2015. 54 funds tracked by Wall St. Rank hold SPTI as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,566 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2016, an estimated $107K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $107K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.