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

Aspire 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 Q3	$115	Sell	4 -1	-20%	-$29	﹤0.01%	194
2024 Q2	$124	Sell	5 -2	-29%	-$54	﹤0.01%	180
2024 Q1	$187	Sell	7 -2	-22%	-$56	﹤0.01%	183
2023 Q4	$251	Hold	9	–	–	﹤0.01%	179
2023 Q3	$223	Sell	9 -6	-40%	-$169	﹤0.01%	178
2023 Q2	$443	Hold	15	–	–	﹤0.01%	183
2023 Q1	$468	Sell	15 -31	-67%	-$942	﹤0.01%	181
2022 Q4	$1.34K	Sell	46 -24	-34%	-$703	﹤0.01%	180
2022 Q3	$2K	Sell	70 -1	-1%	-$32	﹤0.01%	161
2022 Q2	$2K	Sell	71 -117	-62%	-$3.96K	﹤0.01%	169
2022 Q1	$7K	Sell	188 -55	-23%	-$2.17K	0.01%	156
2021 Q4	$10K	Buy	+243	New	+$10.2K	0.01%	154

Other funds holding SPTL

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MERSOM

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

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

NSLI

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

Aspire Wealth Management's SPTL Position: Q3 2024 in Review

Aspire Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q3 2024, selling an estimated $29 and leaving 4 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Aspire Wealth Management first reported a position in SPTL in Q4 2021 and has held it in 12 quarters since. The position peaked at $10K in Q4 2021. 437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

Aspire Wealth Management held 4 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $115 as of Q3 2024.
Aspire Wealth Management sold 1 State Street SPDR Portfolio Long Term Treasury ETF share in Q3 2024, an estimated $29.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #194 holding.
Aspire Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $10K in Q4 2021.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.