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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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return