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

WealthPLAN Partners’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
-3,915
Closed -$111K – 1050
2023
Q2 		$111K Sell
3,915
-70
-2% -$2.01K 0.02% 382
2023
Q1 		$115K Buy
+3,985
New +$114K 0.01% 394

Other funds holding SPTI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's SPTI Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 3,915 shares — an estimated $111K sold.

WealthPLAN Partners first reported a position in SPTI in Q1 2023 and held it in 2 quarters. The position peaked at $115K in Q1 2023. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,915 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $111K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $115K in Q1 2023.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.