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Obermeyer Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Obermeyer Wealth Partners’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
2021
Q1 		– Sell
-6,070
Closed -$201K – 210
2020
Q4 		$201K Hold
6,070
– – 0.01% 153
2020
Q3 		$202K Sell
6,070
-32
-0.5% -$1.06K 0.02% 137
2020
Q2 		$203K Hold
6,102
– – 0.02% 131
2020
Q1 		$202K Buy
+6,102
New +$194K 0.02% 114

Other funds holding SPTI

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obermeyer Wealth Partners's SPTI Position: Q1 2021 in Review

Obermeyer Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2021, closing a stake of 6,070 shares — an estimated $201K sold.

Obermeyer Wealth Partners first reported a position in SPTI in Q1 2020 and held it in 4 quarters. The position peaked at $203K in Q2 2020. 156 funds tracked by Wall St. Rank hold SPTI as of Q1 2021.

  • Obermeyer Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 6,070 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2021, an estimated $201K.
  • Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and held it in 4 quarters.
  • Obermeyer Wealth Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $203K in Q2 2020.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2021, filed 10 May 2021.