Washington Trust Bank’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Washington Trust Bank’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 Q4	–	Sell	-10,334	Closed	-$284K	–	228
2023 Q3	$284K	Hold	10,334	–	–	0.03%	183
2023 Q2	$292K	Buy	+10,334	New	+$297K	0.03%	181

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Washington Trust Bank's SPTI Position: Q4 2023 in Review

Washington Trust Bank sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2023, closing a stake of 10,334 shares — an estimated $284K sold.

Washington Trust Bank first reported a position in SPTI in Q2 2023 and held it in 2 quarters. The position peaked at $292K in Q2 2023. 313 funds tracked by Wall St. Rank hold SPTI as of Q4 2023.

Washington Trust Bank reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Bank sold 10,334 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2023, an estimated $284K.
Washington Trust Bank first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2023 and held it in 2 quarters.
Washington Trust Bank's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $292K in Q2 2023.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2023.

Based on Washington Trust Bank's 13F filing for Q4 2023, filed 14 Feb 2024.