Physician Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Physician Wealth Advisors’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 Q2	–	Sell	-7,265	Closed	-$215K	–	159
2022 Q1	$215K	Buy	7,265 +53	+0.7%	+$1.65K	0.06%	144
2021 Q4	$228K	Buy	7,212 +5	+0.1%	+$161	0.06%	147
2021 Q3	$232K	Hold	7,207	–	–	0.06%	144
2021 Q2	$236K	Buy	+7,207	New	+$233K	0.07%	133
2021 Q1	–	Sell	-6,173	Closed	-$202K	–	148
2020 Q4	$202K	Buy	+6,173	New	+$204K	0.07%	139
2020 Q1	–	Sell	-10,245	Closed	-$318K	–	122
2019 Q4	$318K	Buy	10,245 +10	+0.1%	+$311	0.14%	88
2019 Q3	$319K	Buy	+10,235	New	+$318K	0.16%	82

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

MERSOM

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

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

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Physician Wealth Advisors's SPTI Position: Q2 2022 in Review

Physician Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2022, closing a stake of 7,265 shares — an estimated $215K sold.

Physician Wealth Advisors first reported a position in SPTI in Q3 2019 and held it in 7 quarters. The position peaked at $319K in Q3 2019. 236 funds tracked by Wall St. Rank hold SPTI as of Q2 2022.

Physician Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Physician Wealth Advisors sold 7,265 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2022, an estimated $215K.
Physician Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2019 and held it in 7 quarters.
Physician Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $319K in Q3 2019.
236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2022.

Based on Physician Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.