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

AJ Wealth Strategies’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
2020
Q1 		– Sell
-10,370
Closed -$403K – 195
2019
Q4 		$403K Hold
10,370
– – 0.05% 83
2019
Q3 		$425K Hold
10,370
– – 0.06% 77
2019
Q2 		$396K Hold
10,370
– – 0.06% 74
2019
Q1 		$377K Hold
10,370
– – 0.06% 76
2018
Q4 		$363K Hold
10,370
– – 0.07% 69
2018
Q3 		$351K Hold
10,370
– – 0.07% 78
2018
Q2 		$363K Buy
10,370
+1,846
+22% +$63.6K 0.07% 71
2018
Q1 		$299K Buy
+8,524
New +$297K 0.07% 73

Other funds holding SPTL

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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return