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ACG Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-1,955
Closed -$65K – 901
2022
Q2 		$65K Buy
+1,955
New +$66.2K 0.01% 399

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $377B AUM 19.32% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACG Wealth's SPTL Position: Q3 2022 in Review

ACG Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2022, closing a stake of 1,955 shares — an estimated $65K sold.

ACG Wealth first reported a position in SPTL in Q2 2022 and held it in 1 quarter. The position peaked at $65K in Q2 2022. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

  • ACG Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,955 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $65K.
  • ACG Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $65K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.