Rooted Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
Other funds holding SPTI
CWM
GS
Rooted Wealth Advisors's SPTI Position: Q2 2023 in Review
Rooted Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 26,485 shares — an estimated $765K sold.
Rooted Wealth Advisors first reported a position in SPTI in Q4 2022 and held it in 2 quarters. The position peaked at $1.22M in Q4 2022. 260 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.
- Rooted Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
- Rooted Wealth Advisors sold 26,485 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $765K.
- Rooted Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 2 quarters.
- Rooted Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.22M in Q4 2022.
- 260 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.
Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.