Wealthcare Capital Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Wealthcare Capital Management’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 Q1	–	Sell	-133,172	Closed	-$3.76M	–	76
2022 Q4	$3.76M	Buy	+133,172	New	+$3.76M	0.48%	12
2022 Q1	–	Sell	-63,769	Closed	-$2.04M	–	92
2021 Q4	$2.04M	Buy	+63,769	New	+$2.05M	0.19%	21

Other funds holding SPTI

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wealthcare Capital Management's SPTI Position: Q1 2023 in Review

Wealthcare Capital Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2023, closing a stake of 133,172 shares — an estimated $3.76M sold.

Wealthcare Capital Management first reported a position in SPTI in Q4 2021 and held it in 2 quarters. The position peaked at $3.76M in Q4 2022. 268 funds tracked by Wall St. Rank hold SPTI as of Q1 2023.

Wealthcare Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Capital Management sold 133,172 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2023, an estimated $3.76M.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Wealthcare Capital Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.76M in Q4 2022.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2023.

Based on Wealthcare Capital Management's 13F filing for Q1 2023, filed 4 May 2023.