AWM
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Accel Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Accel Wealth Management’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-555
Closed -$17.1K – 761
2023
Q1 		$17.1K Sell
555
-140
-20% -$4.25K 0.01% 755
2022
Q4 		$20.2K Hold
695
– – 0.01% 544
2022
Q3 		$21K Sell
695
-112
-14% -$3.64K 0.01% 548
2022
Q2 		$27K Hold
807
– – 0.02% 471
2022
Q1 		$30K Hold
807
– – 0.02% 467
2021
Q4 		$34K Hold
807
– – 0.02% 457
2021
Q3 		$33K Hold
807
– – 0.02% 401
2021
Q2 		$33K Sell
807
-501
-38% -$20K 0.02% 421
2021
Q1 		$51K Sell
1,308
-1,211
-48% -$50.3K 0.04% 312
2020
Q4 		$114K Buy
+2,519
New +$114K 0.11% 187

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return