Comprehensive Wealth Management LLC Has $5.39 Million Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Comprehensive Wealth Management LLC reduced its stake in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI) by 25.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 186,748 shares of the company’s stock after selling 62,853 shares during the period. SPDR Portfolio Intermediate Term Treasury ETF makes up approximately 3.2% of Comprehensive Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Comprehensive Wealth Management LLC owned about 0.06% of SPDR Portfolio Intermediate Term Treasury ETF worth $5,386,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in SPTI. Caitlin John LLC bought a new stake in shares of SPDR Portfolio Intermediate Term Treasury ETF in the third quarter valued at approximately $27,000. Elyxium Wealth LLC bought a new stake in shares of SPDR Portfolio Intermediate Term Treasury ETF in the fourth quarter valued at approximately $27,000. Franklin Resources Inc. boosted its stake in shares of SPDR Portfolio Intermediate Term Treasury ETF by 54.4% in the second quarter. Franklin Resources Inc. now owns 1,275 shares of the company’s stock valued at $37,000 after buying an additional 449 shares during the period. Addison Advisors LLC bought a new stake in shares of SPDR Portfolio Intermediate Term Treasury ETF in the third quarter valued at approximately $39,000. Finally, Smartleaf Asset Management LLC bought a new stake in shares of SPDR Portfolio Intermediate Term Treasury ETF in the second quarter valued at approximately $42,000.

SPDR Portfolio Intermediate Term Treasury ETF Stock Performance

NYSEARCA SPTI opened at $28.30 on Friday. The business has a fifty day moving average price of $28.49 and a two-hundred day moving average price of $28.74. SPDR Portfolio Intermediate Term Treasury ETF has a fifty-two week low of $28.09 and a fifty-two week high of $29.24.

About SPDR Portfolio Intermediate Term Treasury ETF

The SPDR Portfolio Intermediate Term Treasury ETF (SPTI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-weighted index of US Treasurys with remaining maturities between 3-10 years. SPTI was launched on May 23, 2007 and is managed by State Street.