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 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

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 22.96% 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

Lake Point Wealth Management's SPTL Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2022 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Lake Point Wealth Management first reported a position in SPTL in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2018. 262 funds tracked by Wall St. Rank hold SPTL as of Q2 2022.

Lake Point Wealth Management held 15 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $0 as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #504 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.03M 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 Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.