SPDR Portfolio Intermediate Term Treasury ETF $SPTI Holdings Cut by KWB Wealth

KWB Wealth reduced its position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI) by 14.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 999,955 shares of the company’s stock after selling 165,804 shares during the period. SPDR Portfolio Intermediate Term Treasury ETF accounts for about 2.4% of KWB Wealth’s investment portfolio, making the stock its 8th largest position. KWB Wealth’s holdings in SPDR Portfolio Intermediate Term Treasury ETF were worth $28,389,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Keel Point LLC boosted its position in SPDR Portfolio Intermediate Term Treasury ETF by 2.6% during the fourth quarter. Keel Point LLC now owns 14,291 shares of the company’s stock worth $412,000 after acquiring an additional 367 shares during the last quarter. Integrity Wealth Solutions LLC lifted its position in SPDR Portfolio Intermediate Term Treasury ETF by 1.3% during the fourth quarter. Integrity Wealth Solutions LLC now owns 30,792 shares of the company’s stock worth $888,000 after buying an additional 385 shares during the period. Franklin Resources Inc. boosted its stake in SPDR Portfolio Intermediate Term Treasury ETF by 54.4% in the 2nd quarter. Franklin Resources Inc. now owns 1,275 shares of the company’s stock worth $37,000 after buying an additional 449 shares during the last quarter. Barnes Wealth Management Group Inc boosted its stake in SPDR Portfolio Intermediate Term Treasury ETF by 2.0% in the 3rd quarter. Barnes Wealth Management Group Inc now owns 23,015 shares of the company’s stock worth $665,000 after buying an additional 449 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in SPDR Portfolio Intermediate Term Treasury ETF by 2.4% in the 4th quarter. Corient Private Wealth LLC now owns 20,918 shares of the company’s stock valued at $603,000 after buying an additional 487 shares during the period.

SPDR Portfolio Intermediate Term Treasury ETF Stock Down 0.3%

NYSEARCA SPTI opened at $28.04 on Tuesday. SPDR Portfolio Intermediate Term Treasury ETF has a 12 month low of $28.00 and a 12 month high of $29.24. The company has a 50-day moving average of $28.22 and a 200-day moving average of $28.52.

SPDR Portfolio Intermediate Term Treasury ETF Company Profile

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.