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WBI Investments’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

WBI Investments’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
2022
Q1 		– Sell
-7,088
Closed -$227K – 229
2021
Q4 		$227K Buy
+7,088
New +$228K 0.04% 163
2018
Q1 		– Sell
-306,874
Closed -$9.12M – 315
2017
Q4 		$9.12M Buy
+306,874
New +$9.17M 0.42% 54

Other funds holding SPTI

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WBI Investments's SPTI Position: Q1 2022 in Review

WBI Investments sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2022, closing a stake of 7,088 shares — an estimated $227K sold.

WBI Investments first reported a position in SPTI in Q4 2017 and held it in 2 quarters. The position peaked at $9.12M in Q4 2017. 197 funds tracked by Wall St. Rank hold SPTI as of Q1 2022.

  • WBI Investments reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • WBI Investments sold 7,088 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2022, an estimated $227K.
  • WBI Investments first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2017 and held it in 2 quarters.
  • WBI Investments's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9.12M in Q4 2017.
  • 197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.