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River Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

River Wealth 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
2018
Q4 		– Sell
-1,286
Closed -$37K – 589
2018
Q3 		$37K Buy
+1,286
New +$37.6K 0.01% 314

Other funds holding SPTI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

River Wealth Advisors's SPTI Position: Q4 2018 in Review

River Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2018, closing a stake of 1,286 shares — an estimated $37K sold.

River Wealth Advisors first reported a position in SPTI in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 74 funds tracked by Wall St. Rank hold SPTI as of Q4 2018.

  • River Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 1,286 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2018, an estimated $37K.
  • River Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2018 and held it in 1 quarter.
  • River Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $37K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.