WJ Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

WJ Wealth 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 Q2	–	Sell	-275,375	Closed	-$7.97M	–	68
2023 Q1	$7.97M	Buy	+275,375	New	+$7.87M	5.39%	7
2022 Q1	–	Sell	-13,985	Closed	-$448K	–	58
2021 Q4	$448K	Sell	13,985 -1,185	-8%	-$38K	0.27%	36
2021 Q3	$490K	Sell	15,170 -237	-2%	-$7.73K	0.33%	39
2021 Q2	$499K	Sell	15,407 -4,080	-21%	-$132K	1.55%	19
2021 Q1	$625K	Sell	19,487 -31,290	-62%	-$1.02M	1.94%	14
2020 Q4	$1.68M	Sell	50,777 -37,045	-42%	-$1.22M	5.22%	5
2020 Q3	$2.92M	Sell	87,822 -16,685	-16%	-$555K	9.45%	3
2020 Q2	$3.47M	Buy	104,507 +59,072	+130%	+$1.96M	2.43%	13
2020 Q1	$1.5M	Buy	+45,435	New	+$1.45M	5.42%	6

Other funds holding SPTI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

WJ Wealth Management's SPTI Position: Q2 2023 in Review

WJ Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 275,375 shares — an estimated $7.97M sold.

WJ Wealth Management first reported a position in SPTI in Q1 2020 and held it in 9 quarters. The position peaked at $7.97M in Q1 2023. 261 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

WJ Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
WJ Wealth Management sold 275,375 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $7.97M.
WJ Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2020 and held it in 9 quarters.
WJ Wealth Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.97M in Q1 2023.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.