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

WealthSource 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
2019 Q1	–	Sell	-9,998	Closed	-$298K	–	364
2018 Q4	$298K	Buy	9,998 +214	+2%	+$6.24K	0.09%	215
2018 Q3	$285K	Buy	9,784 +8	+0.1%	+$234	0.07%	233
2018 Q2	$287K	Sell	9,776 -9,292	-49%	-$272K	0.08%	218
2018 Q1	$561K	Buy	+19,068	New	+$561K	0.17%	131

Other funds holding SPTI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

WealthSource Partners's SPTI Position: Q1 2019 in Review

WealthSource Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2019, closing a stake of 9,998 shares — an estimated $298K sold.

WealthSource Partners first reported a position in SPTI in Q1 2018 and held it in 4 quarters. The position peaked at $561K in Q1 2018. 88 funds tracked by Wall St. Rank hold SPTI as of Q1 2019.

WealthSource Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
WealthSource Partners sold 9,998 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2019, an estimated $298K.
WealthSource Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2018 and held it in 4 quarters.
WealthSource Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $561K in Q1 2018.
88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2019.

Based on WealthSource Partners's 13F filing for Q1 2019, filed 16 May 2019.