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

Global Wealth Management Investment Advisory’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	-890	Closed	-$34K	–	534
2022 Q1	$34K	Buy	+890	New	+$35.1K	0.01%	215
2020 Q4	–	Sell	-37	Closed	-$2K	–	496
2020 Q3	$2K	Buy	+37	New	+$1.75K	﹤0.01%	395
2019 Q3	–	Sell	-107	Closed	-$4K	–	725
2019 Q2	$4K	Sell	107 -145	-58%	-$5.3K	﹤0.01%	476
2019 Q1	$9K	Sell	252 -864	-77%	-$30.3K	﹤0.01%	402
2018 Q4	$39K	Buy	+1,116	New	+$37.2K	0.02%	234

Other funds holding SPTL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Global Wealth Management Investment Advisory's SPTL Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2022, closing a stake of 890 shares — an estimated $34K sold.

Global Wealth Management Investment Advisory first reported a position in SPTL in Q4 2018 and held it in 5 quarters. The position peaked at $39K in Q4 2018. 262 funds tracked by Wall St. Rank hold SPTL as of Q2 2022.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 890 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2022, an estimated $34K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and held it in 5 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $39K in Q4 2018.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.