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

ORG 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
2024 Q3	–	Sell	-1,003	Closed	-$27.9K	–	1354
2024 Q2	$27.9K	Buy	+1,003	New	+$27.9K	﹤0.01%	986
2024 Q1	–	Sell	-1,848	Closed	-$52.8K	–	1024
2023 Q4	$52.8K	Buy	1,848 +1,003	+119%	+$27.8K	0.01%	507
2023 Q3	$23.3K	Sell	845 -158	-16%	-$4.42K	0.01%	665
2023 Q2	$28K	Buy	+1,003	New	+$28.9K	﹤0.01%	799

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ORG Partners's SPTI Position: Q3 2024 in Review

ORG Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2024, closing a stake of 1,003 shares — an estimated $27.9K sold.

ORG Partners first reported a position in SPTI in Q2 2023 and held it in 4 quarters. The position peaked at $52.8K in Q4 2023. 332 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

ORG Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 1,003 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2024, an estimated $27.9K.
ORG Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and held it in 4 quarters.
ORG Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $52.8K in Q4 2023.
332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.