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

Pacifica 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
-15
Closed -$420 – 542
2024
Q2 		$420 Hold
15
– – ﹤0.01% 513
2024
Q1 		$421 Hold
15
– – ﹤0.01% 496
2023
Q4 		$422 Hold
15
– – ﹤0.01% 532
2023
Q3 		$410 Hold
15
– – ﹤0.01% 520
2023
Q2 		$421 Hold
15
– – ﹤0.01% 464
2023
Q1 		$436 Sell
15
-64
-81% -$1.83K ﹤0.01% 478
2022
Q4 		$2.23K Hold
79
– – ﹤0.01% 423
2022
Q3 		$2K Hold
79
– – ﹤0.01% 441
2022
Q2 		$2K Buy
+79
New +$2.33K ﹤0.01% 450

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Pacifica Partners's SPTI Position: Q3 2024 in Review

Pacifica Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2024, closing a stake of 15 shares — an estimated $420 sold.

Pacifica Partners first reported a position in SPTI in Q2 2022 and held it in 9 quarters. The position peaked at $2.23K in Q4 2022. 332 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • Pacifica Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Pacifica Partners sold 15 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2024, an estimated $420.
  • Pacifica Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 9 quarters.
  • Pacifica Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.23K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.