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

JFS 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 Q1	–	Sell	-59	Closed	-$2K	–	1958
2021 Q4	$2K	Buy	+59	New	+$2.48K	﹤0.01%	1163
2020 Q2	–	Sell	-32	Closed	-$2K	–	574
2020 Q1	$2K	Buy	+32	New	+$1.37K	﹤0.01%	450
2019 Q4	–	Sell	-129	Closed	-$5K	–	547
2019 Q3	$5K	Sell	129 -53	-29%	-$2.12K	﹤0.01%	404
2019 Q2	$7K	Buy	182 +60	+49%	+$2.19K	﹤0.01%	392
2019 Q1	$4K	Sell	122 -191	-61%	-$6.69K	﹤0.01%	408
2018 Q4	$11K	Buy	+313	New	+$10.4K	﹤0.01%	343

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

JFS Wealth Advisors's SPTL Position: Q1 2022 in Review

JFS Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 59 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in SPTL in Q4 2018 and held it in 6 quarters. The position peaked at $11K in Q4 2018. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

JFS Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 59 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $2K.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and held it in 6 quarters.
JFS Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $11K in Q4 2018.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.