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

Legacy Capital 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
2024
Q4 		$288K Buy
+10,997
New +$301K 0.29% 43

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Wealth Management's SPTL Position: Q4 2024 in Review

Legacy Capital Wealth Management opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024: 10,997 shares worth $288K. The stake represents 0.29% of the portfolio and ranks #43 among its holdings.

461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

  • Legacy Capital Wealth Management held 10,997 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $288K as of Q4 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Legacy Capital Wealth Management position in Q4 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.29% of Legacy Capital Wealth Management's portfolio in Q4 2024, its #43 holding.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Legacy Capital Wealth Management's 13F filing for Q4 2024, filed 4 Jun 2025.