PFG
SPTI icon

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

Peterson Financial Group’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 		$98.2K Buy
+3,379
New +$97K 0.38% 54

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Peterson Financial Group's SPTI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2024: 3,379 shares worth $98.2K. The stake represents 0.38% of the portfolio and ranks #54 among its holdings.

332 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • Peterson Financial Group held 3,379 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $98.2K as of Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.38% of Peterson Financial Group's portfolio in Q3 2024, its #54 holding.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.