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

Lenox 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	-298	Closed	-$13K	–	968
2021 Q4	$13K	Buy	298 +1	+0.3%	+$42	﹤0.01%	478
2021 Q3	$12K	Buy	297 +2	+0.7%	+$85	﹤0.01%	449
2021 Q2	$12K	Buy	295 +1	+0.3%	+$40	﹤0.01%	447
2021 Q1	$11K	Sell	294 -139	-32%	-$5.78K	﹤0.01%	405
2020 Q4	$20K	Sell	433 -140,561	-100%	-$6.39M	﹤0.01%	320
2020 Q3	$6.59M	Buy	+140,994	New	+$6.69M	0.99%	16

Other funds holding SPTL

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 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWIG

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

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

Lenox Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 298 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in SPTL in Q3 2020 and held it in 6 quarters. The position peaked at $6.59M in Q3 2020. 255 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

Lenox Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 298 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $13K.
Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and held it in 6 quarters.
Lenox Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.59M in Q3 2020.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.