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Professional Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Professional Financial 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
Q4 		– Sell
-222
Closed -$6K – 397
2022
Q3 		$6K Sell
222
-37
-14% -$1.08K ﹤0.01% 345
2022
Q2 		$8K Sell
259
-543
-68% -$16K ﹤0.01% 326
2022
Q1 		$24K Buy
802
+273
+52% +$8.51K 0.01% 227
2021
Q4 		$17K Buy
+529
New +$17K 0.01% 268

Other funds holding SPTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Professional Financial Advisors's SPTI Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 222 shares — an estimated $6K sold.

Professional Financial Advisors first reported a position in SPTI in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q1 2022. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

  • Professional Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 222 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $6K.
  • Professional Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $24K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.