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Weaver Consulting Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-11
Closed – – 788
2020
Q3 		$0 Hold
11
– – ﹤0.01% 1025
2020
Q2 		$0 Buy
+11
New +$364 ﹤0.01% 1006

Other funds holding SPTI

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weaver Consulting Group's SPTI Position: Q4 2020 in Review

Weaver Consulting Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q4 2020, closing a stake of 11 shares.

Weaver Consulting Group first reported a position in SPTI in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 160 funds tracked by Wall St. Rank hold SPTI as of Q4 2020.

  • Weaver Consulting Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 11 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q4 2020.
  • Weaver Consulting Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $0 in Q3 2020.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.