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

WealthOne’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
Q3 		– Sell
-10,292
Closed -$291K – 105
2023
Q2 		$291K Sell
10,292
-22,762
-69% -$655K 0.11% 79
2023
Q1 		$957K Buy
+33,054
New +$945K 0.37% 33
2020
Q3 		– Sell
-38,656
Closed -$1.28M – 107
2020
Q2 		$1.28M Buy
+38,656
New +$1.28M 0.79% 21
2019
Q3 		– Sell
-28,426
Closed -$878K – 98
2019
Q2 		$878K Buy
+28,426
New +$862K 0.62% 27
2019
Q1 		– Sell
-236
Closed -$7K – 496
2018
Q4 		$7K Buy
+236
New +$6.88K 0.01% 425

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return