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

MERSOM

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

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

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

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

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

MCM

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

TRUE Private Wealth Advisors's SPTI Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2021, closing a stake of 120 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in SPTI in Q3 2018 and held it in 7 quarters. The position peaked at $13.2K in Q3 2018. 156 funds tracked by Wall St. Rank hold SPTI as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 120 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $13.2K in Q3 2018.
156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.