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StrategIQ Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

StrategIQ Financial Group’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 		$682K Buy
23,876
+7,887
+49% +$219K 0.08% 181
2023
Q3 		$440K Buy
15,989
+6,534
+69% +$183K 0.05% 223
2023
Q2 		$267K Buy
+9,455
New +$272K 0.03% 266

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

StrategIQ Financial Group's SPTI Position: Q4 2023 in Review

StrategIQ Financial Group increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 49% in Q4 2023, buying an estimated $219K and bringing the position to 23,876 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #181.

StrategIQ Financial Group first reported a position in SPTI in Q2 2023 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

  • StrategIQ Financial Group held 23,876 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $682K as of Q4 2023.
  • StrategIQ Financial Group bought 7,887 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $219K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #181 holding.
  • StrategIQ Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.