NewEdge Wealth
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NewEdge Wealth’s State Street SPDR Portfolio Intermediate Term Treasury Index ETF SPTI Stock Holding History

NewEdge Wealth’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
2024
Q3 		– Sell
-706,012
Closed -$19.8M – 896
2024
Q2 		$19.8M Buy
706,012
+27,024
+4% +$752K 0.43% 63
2024
Q1 		$18.8M Buy
678,988
+43,788
+7% +$1.24M 0.42% 66
2023
Q4 		$18.1M Buy
+635,200
New +$17.6M 0.46% 61

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

NewEdge Wealth's SPTI Position: Q3 2024 in Review

NewEdge Wealth sold out of State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q3 2024, closing a stake of 706,012 shares — an estimated $19.8M sold.

NewEdge Wealth first reported a position in SPTI in Q4 2023 and held it in 3 quarters. The position peaked at $19.8M in Q2 2024. 333 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • NewEdge Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Treasury Index ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 706,012 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2024, an estimated $19.8M.
  • NewEdge Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2023 and held it in 3 quarters.
  • NewEdge Wealth's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $19.8M in Q2 2024.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.