Proffitt & Goodson’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Proffitt & Goodson’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	-23	Closed	-$1K	–	246
2022 Q3	$1K	Sell	23 -14,368	-100%	-$420K	﹤0.01%	242
2022 Q2	$424K	Sell	14,391 -29,383	-67%	-$868K	0.09%	84
2022 Q1	$1.33M	Sell	43,774 -7,566	-15%	-$236K	0.24%	47
2021 Q4	$1.65M	Buy	+51,340	New	+$1.65M	0.29%	39

Other funds holding SPTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Proffitt & Goodson's SPTI Position: Q4 2022 in Review

Proffitt & Goodson sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

Proffitt & Goodson first reported a position in SPTI in Q4 2021 and held it in 4 quarters. The position peaked at $1.65M in Q4 2021. 247 funds tracked by Wall St. Rank hold SPTI as of Q4 2022.

Proffitt & Goodson reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Proffitt & Goodson sold 23 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2022, an estimated $1K.
Proffitt & Goodson first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 4 quarters.
Proffitt & Goodson's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.65M in Q4 2021.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2022.

Based on Proffitt & Goodson's 13F filing for Q4 2022, filed 20 Jan 2023.