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	–	–	0.06%	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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AJ Wealth Strategies's SPTL Position: Q1 2020 in Review

AJ Wealth Strategies sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2020, closing a stake of 10,370 shares — an estimated $403K sold.

AJ Wealth Strategies first reported a position in SPTL in Q1 2018 and held it in 8 quarters. The position peaked at $425K in Q3 2019. 203 funds tracked by Wall St. Rank hold SPTL as of Q1 2020.

AJ Wealth Strategies reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
AJ Wealth Strategies sold 10,370 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2020, an estimated $403K.
AJ Wealth Strategies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2018 and held it in 8 quarters.
AJ Wealth Strategies's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $425K in Q3 2019.
203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.