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

Lake Point 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
Q2 		$0 Hold
15
– – ﹤0.01% 504
2022
Q1 		$1K Hold
15
– – ﹤0.01% 407
2021
Q4 		$1K Hold
15
– – ﹤0.01% 423
2021
Q3 		$1K Hold
15
– – ﹤0.01% 388
2021
Q2 		$1K Buy
+15
New +$600 ﹤0.01% 397
2020
Q1 		$1K Sell
15
-70
-82% -$2.99K ﹤0.01% 352
2019
Q4 		$3K Buy
+85
New +$3.4K ﹤0.01% 440
2019
Q2 		$41K Hold
1,076
– – 0.01% 167
2019
Q1 		$41K Sell
1,076
-28,308
-96% -$992K 0.01% 167
2018
Q4 		$1.03M Buy
+29,384
New +$981K 0.39% 48

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return