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

Walkner Condon 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
2024
Q2 		– Sell
-13,182
Closed -$371K – 270
2024
Q1 		$371K Buy
13,182
+6,174
+88% +$174K 0.08% 189
2023
Q4 		$200K Buy
+7,008
New +$194K 0.05% 261

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Walkner Condon Financial Advisors's SPTI Position: Q2 2024 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2024, closing a stake of 13,182 shares — an estimated $371K sold.

Walkner Condon Financial Advisors first reported a position in SPTI in Q4 2023 and held it in 2 quarters. The position peaked at $371K in Q1 2024. 317 funds tracked by Wall St. Rank hold SPTI as of Q2 2024.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 13,182 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2024, an estimated $371K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $371K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.