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Redwood Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Redwood Investment Management’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
Q2 		– Sell
-194,572
Closed -$5.88M – 237
2019
Q1 		$5.88M Buy
194,572
+6,812
+4% +$203K 2.51% 5
2018
Q4 		$5.59M Buy
+187,760
New +$5.47M 4.22% 5

Other funds holding SPTI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 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 $8.93B AUM 25.13% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redwood Investment Management's SPTI Position: Q2 2019 in Review

Redwood Investment Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2019, closing a stake of 194,572 shares — an estimated $5.88M sold.

Redwood Investment Management first reported a position in SPTI in Q4 2018 and held it in 2 quarters. The position peaked at $5.88M in Q1 2019. 121 funds tracked by Wall St. Rank hold SPTI as of Q2 2019.

  • Redwood Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Redwood Investment Management sold 194,572 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2019, an estimated $5.88M.
  • Redwood Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2018 and held it in 2 quarters.
  • Redwood Investment Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $5.88M in Q1 2019.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2019.

Based on Redwood Investment Management's 13F filing for Q2 2019, filed 15 Aug 2019.