Optimum Investment Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Optimum Investment 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
2015 Q1	$21K	Hold	686	–	–	0.01%	677
2014 Q4	$21K	Hold	686	–	–	0.01%	702
2014 Q3	$20K	Hold	686	–	–	0.01%	638
2014 Q2	$20K	Hold	686	–	–	0.01%	658
2014 Q1	$20K	Hold	686	–	–	0.01%	515
2013 Q4	$20K	Hold	686	–	–	0.01%	520
2013 Q3	$20K	Buy	+686	New	+$20.4K	0.01%	501

Other funds holding SPTI

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Optimum Investment Advisors's SPTI Position: Q1 2015 in Review

Optimum Investment Advisors held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q1 2015 at 686 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #677.

Optimum Investment Advisors first reported a position in SPTI in Q3 2013 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold SPTI as of Q1 2015.

Optimum Investment Advisors held 686 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $21K as of Q1 2015.
Optimum Investment Advisors left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q1 2015.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #677 holding.
Optimum Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2013 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.