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Prestige Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-3,842
Closed -$114K – 1037
2018
Q4 		$114K Buy
+3,842
New +$112K 0.08% 140

Other funds holding SPTI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Prestige Wealth Management Group's SPTI Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2019, closing a stake of 3,842 shares — an estimated $114K sold.

Prestige Wealth Management Group first reported a position in SPTI in Q4 2018 and held it in 1 quarter. The position peaked at $114K in Q4 2018. 88 funds tracked by Wall St. Rank hold SPTI as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 3,842 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2019, an estimated $114K.
  • Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $114K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.