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Waldron Private Wealth’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-2,803
Closed -$81.5K – 472
2024
Q3 		$81.5K Buy
+2,803
New +$80.5K ﹤0.01% 423

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waldron Private Wealth's SPTI Position: Q4 2024 in Review

Waldron Private Wealth sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2024, closing a stake of 2,803 shares — an estimated $81.5K sold.

Waldron Private Wealth first reported a position in SPTI in Q3 2024 and held it in 1 quarter. The position peaked at $81.5K in Q3 2024. 360 funds tracked by Wall St. Rank hold SPTI as of Q4 2024.

  • Waldron Private Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 2,803 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2024, an estimated $81.5K.
  • Waldron Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $81.5K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.