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Private Portfolio Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Private Portfolio Partners’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
Q1 		– Sell
-17,933
Closed -$506K – 273
2022
Q4 		$506K Sell
17,933
-4,614
-20% -$130K 0.13% 142
2022
Q3 		$634K Buy
+22,547
New +$659K 0.18% 106

Other funds holding SPTI

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Portfolio Partners's SPTI Position: Q1 2023 in Review

Private Portfolio Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 17,933 shares — an estimated $506K sold.

Private Portfolio Partners first reported a position in SPTI in Q3 2022 and held it in 2 quarters. The position peaked at $634K in Q3 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

  • Private Portfolio Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Private Portfolio Partners sold 17,933 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $506K.
  • Private Portfolio Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2022 and held it in 2 quarters.
  • Private Portfolio Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $634K in Q3 2022.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on Private Portfolio Partners's 13F filing for Q1 2023, filed 12 May 2023.