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Gen-Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Gen-Wealth Partners’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 		– Sell
-1,074
Closed -$29.2K – 713
2024
Q2 		$29.2K Sell
1,074
-2,344
-69% -$63.3K 0.01% 415
2024
Q1 		$95.5K Buy
+3,418
New +$95.3K 0.05% 304

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Gen-Wealth Partners's SPTL Position: Q3 2024 in Review

Gen-Wealth Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2024, closing a stake of 1,074 shares — an estimated $29.2K sold.

Gen-Wealth Partners first reported a position in SPTL in Q1 2024 and held it in 2 quarters. The position peaked at $95.5K in Q1 2024. 437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

  • Gen-Wealth Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,074 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2024, an estimated $29.2K.
  • Gen-Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $95.5K in Q1 2024.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.