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

V 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
2023 Q3	–	Sell	-79,551	Closed	-$2.25M	–	323
2023 Q2	$2.25M	Buy	79,551 +34,690	+77%	+$998K	0.37%	53
2023 Q1	$1.3M	Buy	+44,861	New	+$1.28M	0.24%	90

Other funds holding SPTI

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

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

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

MERSOM

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

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

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

CWM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

V Wealth Advisors's SPTI Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 79,551 shares — an estimated $2.25M sold.

V Wealth Advisors first reported a position in SPTI in Q1 2023 and held it in 2 quarters. The position peaked at $2.25M in Q2 2023. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 79,551 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $2.25M.
V Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 2 quarters.
V Wealth Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.25M in Q2 2023.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.