Atlas Private Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Atlas Private Wealth Advisors’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
2022 Q2	–	Sell	-111,154	Closed	-$4.2M	–	144
2022 Q1	$4.2M	Buy	111,154 +55,103	+98%	+$2.17M	1.87%	15
2021 Q4	$2.36M	Buy	56,051 +46,394	+480%	+$1.95M	1.09%	26
2021 Q3	$399K	Buy	+9,657	New	+$410K	0.21%	97
2021 Q2	–	Sell	-50	Closed	-$2K	–	930
2021 Q1	$2K	Buy	+50	New	+$2.08K	﹤0.01%	753

Other funds holding SPTL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Atlas Private Wealth Advisors's SPTL Position: Q2 2022 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2022, closing a stake of 111,154 shares — an estimated $4.2M sold.

Atlas Private Wealth Advisors first reported a position in SPTL in Q1 2021 and held it in 4 quarters. The position peaked at $4.2M in Q1 2022. 262 funds tracked by Wall St. Rank hold SPTL as of Q2 2022.

Atlas Private Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 111,154 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2022, an estimated $4.2M.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and held it in 4 quarters.
Atlas Private Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.2M in Q1 2022.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2022, filed 18 Aug 2022.