Prostatis Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Prostatis 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
2023 Q3	–	Sell	-11,572	Closed	-$11.6K	–	218
2023 Q2	$11.6K	Buy	+11,572	New	+$333K	0.01%	246
2020 Q4	–	Sell	-8,711	Closed	-$290K	–	86
2020 Q3	$290K	Sell	8,711 -38,198	-81%	-$1.27M	0.27%	65
2020 Q2	$1.56M	Sell	46,909 -37,204	-44%	-$1.23M	3.13%	6
2020 Q1	$2.79M	Buy	+84,113	New	+$2.68M	3.96%	8

Other funds holding SPTI

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prostatis Group's SPTI Position: Q3 2023 in Review

Prostatis Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 11,572 shares — an estimated $11.6K sold.

Prostatis Group first reported a position in SPTI in Q1 2020 and held it in 4 quarters. The position peaked at $2.79M in Q1 2020. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

Prostatis Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 11,572 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $11.6K.
Prostatis Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and held it in 4 quarters.
Prostatis Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.79M in Q1 2020.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.