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World Equity Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

World Equity 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
2023
Q2 		– Sell
-3,712
Closed -$240K – 535
2023
Q1 		$240K Buy
+3,712
New +$106K 0.04% 422

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

World Equity Group's SPTI Position: Q2 2023 in Review

World Equity Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2023, closing a stake of 3,712 shares — an estimated $240K sold.

World Equity Group first reported a position in SPTI in Q1 2023 and held it in 1 quarter. The position peaked at $240K in Q1 2023. 260 funds tracked by Wall St. Rank hold SPTI as of Q2 2023.

  • World Equity Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 3,712 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2023, an estimated $240K.
  • World Equity Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • World Equity Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $240K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.