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

Sheets Smith 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
2023 Q4	–	Sell	-4,500	Closed	-$124K	–	478
2023 Q3	$124K	Buy	+4,500	New	+$126K	0.02%	334
2022 Q1	–	Sell	-6,500	Closed	-$208K	–	384
2021 Q4	$208K	Sell	6,500 -9	-0.1%	-$289	0.03%	355
2021 Q3	$210K	Hold	6,509	–	–	0.03%	346
2021 Q2	$211K	Hold	6,509	–	–	0.03%	347
2021 Q1	$209K	Hold	6,509	–	–	0.03%	315
2020 Q4	$215K	Hold	6,509	–	–	0.03%	316
2020 Q3	$216K	Hold	6,509	–	–	0.04%	276
2020 Q2	$216K	Sell	6,509 -2	-0%	-$66	0.04%	239
2020 Q1	$216K	Sell	6,511 -1,000	-13%	-$31.8K	0.05%	242
2019 Q4	$232K	Buy	7,511 +951	+14%	+$29.6K	0.04%	298
2019 Q3	$205K	Buy	+6,560	New	+$204K	0.04%	286

Other funds holding SPTI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return