TRUE Private Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-120	Closed	-$3K	–	625
2020 Q4	$3K	Hold	120	–	–	﹤0.01%	645
2020 Q3	$3K	Sell	120 -169	-58%	-$5.62K	﹤0.01%	605
2020 Q2	$9K	Buy	289 +1	+0.3%	+$33	﹤0.01%	508
2020 Q1	$9K	Hold	288	–	–	﹤0.01%	470
2019 Q4	$8K	Buy	+288	New	+$8.96K	﹤0.01%	630
2019 Q3	–	Sell	-286	Closed	-$8K	–	637
2019 Q2	$8K	Buy	+286	New	+$8.67K	﹤0.01%	585
2018 Q4	–	Sell	-454	Closed	-$13.2K	–	820
2018 Q3	$13.2K	Buy	+454	New	+$13.3K	﹤0.01%	690

Other funds holding SPTI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management

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