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	–	1959
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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return