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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accel Wealth Management's SPTL Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2023, closing a stake of 555 shares — an estimated $17.1K sold.

Accel Wealth Management first reported a position in SPTL in Q4 2020 and held it in 10 quarters. The position peaked at $114K in Q4 2020. 333 funds tracked by Wall St. Rank hold SPTL as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 555 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2023, an estimated $17.1K.
Accel Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $114K in Q4 2020.
333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.