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Apella Capital’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Apella Capital’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
2021
Q4 		– Sell
-5,637
Closed -$233K – 215
2021
Q3 		$233K Sell
5,637
-12
-0.2% -$509 0.03% 185
2021
Q2 		$233K Buy
+5,649
New +$226K 0.04% 194

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Apella Capital's SPTL Position: Q4 2021 in Review

Apella Capital sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2021, closing a stake of 5,637 shares — an estimated $233K sold.

Apella Capital first reported a position in SPTL in Q2 2021 and held it in 2 quarters. The position peaked at $233K in Q3 2021. 253 funds tracked by Wall St. Rank hold SPTL as of Q4 2021.

  • Apella Capital reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Apella Capital sold 5,637 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2021, an estimated $233K.
  • Apella Capital first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and held it in 2 quarters.
  • Apella Capital's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $233K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2021.

Based on Apella Capital's 13F filing for Q4 2021, filed 13 Jan 2022.