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

Curi 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
2022
Q3 		– Sell
-20
Closed -$1K – 618
2022
Q2 		$1K Hold
20
– – ﹤0.01% 596
2022
Q1 		$0 Hold
20
– – ﹤0.01% 641
2021
Q4 		$0 Buy
+20
New +$840 ﹤0.01% 594
2021
Q1 		– Sell
-19
Closed – – 427
2020
Q4 		$0 Buy
+19
New +$863 ﹤0.01% 501

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curi Wealth Management's SPTL Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in SPTL in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

  • Curi Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 20 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.