Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-160	Closed	-$5K	–	1751
2022 Q2	$5K	Buy	+160	New	+$4.72K	﹤0.01%	1504

Other funds holding SPTI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPTI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2022, closing a stake of 160 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in SPTI in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 238 funds tracked by Wall St. Rank hold SPTI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 160 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2022 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5K in Q2 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.