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Vanguard Personalized Indexing Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Vanguard Personalized Indexing Management’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
Q2 		– Sell
-12,686
Closed -$420K – 378
2020
Q1 		$420K Buy
+12,686
New +$404K 0.24% 110

Other funds holding SPTI

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Vanguard Personalized Indexing Management's SPTI Position: Q2 2020 in Review

Vanguard Personalized Indexing Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2020, closing a stake of 12,686 shares — an estimated $420K sold.

Vanguard Personalized Indexing Management first reported a position in SPTI in Q1 2020 and held it in 1 quarter. The position peaked at $420K in Q1 2020. 162 funds tracked by Wall St. Rank hold SPTI as of Q2 2020.

  • Vanguard Personalized Indexing Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 12,686 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2020, an estimated $420K.
  • Vanguard Personalized Indexing Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $420K in Q1 2020.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2020.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2020, filed 27 Jul 2020.