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

AMJ Financial 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
2024 Q4	–	Sell	-596,287	Closed	-$17.3M	–	98
2024 Q3	$17.3M	Buy	+596,287	New	+$17M	4.97%	1
2023 Q2	–	Sell	-146,000	Closed	-$4.51M	–	84
2023 Q1	$4.51M	Buy	146,000 +15,546	+12%	+$472K	2.9%	14
2022 Q4	$3.79M	Sell	130,454 -3,498	-3%	-$102K	2.24%	19
2022 Q3	$3.97M	Buy	133,952 +4,088	+3%	+$133K	2.58%	17
2022 Q2	$4.29M	Sell	129,864 -59,293	-31%	-$2.01M	3.63%	11
2022 Q1	$7.15M	Buy	+189,157	New	+$7.45M	2.87%	13

Other funds holding SPTL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMJ Financial Wealth Management's SPTL Position: Q4 2024 in Review

AMJ Financial Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 596,287 shares — an estimated $17.3M sold.

AMJ Financial Wealth Management first reported a position in SPTL in Q1 2022 and held it in 6 quarters. The position peaked at $17.3M in Q3 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

AMJ Financial Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
AMJ Financial Wealth Management sold 596,287 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $17.3M.
AMJ Financial Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and held it in 6 quarters.
AMJ Financial Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $17.3M in Q3 2024.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.