Valeo Financial Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-996	Closed	-$33K	–	2082
2020 Q2	$33K	Buy	996 +2	+0.2%	+$66	﹤0.01%	884
2020 Q1	$33K	Buy	994 +253	+34%	+$8.05K	﹤0.01%	738
2019 Q4	$23K	Buy	+741	New	+$23.1K	﹤0.01%	892

Other funds holding SPTI

MERSOM

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

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

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

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

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

SGAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Valeo Financial Advisors's SPTI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2020, closing a stake of 996 shares — an estimated $33K sold.

Valeo Financial Advisors first reported a position in SPTI in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q2 2020. 144 funds tracked by Wall St. Rank hold SPTI as of Q3 2020.

Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 996 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2020, an estimated $33K.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 3 quarters.
Valeo Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $33K in Q2 2020.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.