SeaCrest Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-624	Closed	-$18K	–	1394
2022 Q2	$18K	Buy	+624	New	+$18.4K	﹤0.01%	1525
2019 Q2	–	Sell	-624	Closed	-$19K	–	1659
2019 Q1	$19K	Hold	624	–	–	﹤0.01%	1315
2018 Q4	$19K	Hold	624	–	–	﹤0.01%	1258
2018 Q3	$18K	Hold	624	–	–	﹤0.01%	1431
2018 Q2	$18K	Hold	624	–	–	﹤0.01%	1408
2018 Q1	$18K	Hold	624	–	–	﹤0.01%	1374
2017 Q4	$19K	Buy	+624	New	+$18.6K	﹤0.01%	1360

Other funds holding SPTI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MERSOM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SeaCrest Wealth Management's SPTI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2022, closing a stake of 624 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in SPTI in Q4 2017 and held it in 7 quarters. The position peaked at $19K in Q1 2019. 238 funds tracked by Wall St. Rank hold SPTI as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 624 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2022, an estimated $18K.
SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $19K in Q1 2019.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.