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Personal CFO Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Personal CFO Solutions’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
2023
Q2 		– Sell
-85,634
Closed -$2.48M – 505
2023
Q1 		$2.48M Buy
+85,634
New +$2.45M 0.51% 39
2020
Q3 		– Sell
-106,234
Closed -$3.53M – 304
2020
Q2 		$3.53M Buy
+106,234
New +$3.52M 1.04% 19

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Personal CFO Solutions's SPTI Position: Q2 2023 in Review

Personal CFO Solutions sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 85,634 shares — an estimated $2.48M sold.

Personal CFO Solutions first reported a position in SPTI in Q2 2020 and held it in 2 quarters. The position peaked at $3.53M in Q2 2020. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

  • Personal CFO Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 85,634 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $2.48M.
  • Personal CFO Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Personal CFO Solutions's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.53M in Q2 2020.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.