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Santori & Peters Inc’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Santori & Peters Inc’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
2021
Q2 		– Sell
-14,367
Closed -$460K – 62
2021
Q1 		$460K Sell
14,367
-1,151
-7% -$37.5K 0.27% 34
2020
Q4 		$509K Buy
+15,518
New +$513K 0.29% 42

Other funds holding SPTI

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MC
McMorgan & Co San Francisco, California $618M AUM 8.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Santori & Peters Inc's SPTI Position: Q2 2021 in Review

Santori & Peters Inc sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2021, closing a stake of 14,367 shares — an estimated $460K sold.

Santori & Peters Inc first reported a position in SPTI in Q4 2020 and held it in 2 quarters. The position peaked at $509K in Q4 2020. 163 funds tracked by Wall St. Rank hold SPTI as of Q2 2021.

  • Santori & Peters Inc reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 14,367 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2021, an estimated $460K.
  • Santori & Peters Inc first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2020 and held it in 2 quarters.
  • Santori & Peters Inc's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $509K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2021.

Based on Santori & Peters Inc's 13F filing for Q2 2021, filed 21 Jul 2021.