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

Voya 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
2023 Q2	–	Sell	-318,348	Closed	-$9.17M	–	247
2023 Q1	$9.17M	Buy	+318,348	New	+$9.1M	1.14%	13
2019 Q3	–	Sell	-1,107,342	Closed	-$34.2M	–	630
2019 Q2	$34.2M	Buy	+1,107,342	New	+$33.6M	1.83%	12
2016 Q1	–	Sell	-377,932	Closed	-$11.3M	–	406
2015 Q4	$11.3M	Buy	+377,932	New	+$11.4M	1.67%	16

Other funds holding SPTI

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Voya Financial Advisors's SPTI Position: Q2 2023 in Review

Voya Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 318,348 shares — an estimated $9.17M sold.

Voya Financial Advisors first reported a position in SPTI in Q4 2015 and held it in 3 quarters. The position peaked at $34.2M in Q2 2019. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

Voya Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Voya Financial Advisors sold 318,348 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $9.17M.
Voya Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2015 and held it in 3 quarters.
Voya Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $34.2M in Q2 2019.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on Voya Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.