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

Liberty 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
2021 Q2	–	Sell	-125	Closed	-$5K	–	1174
2021 Q1	$5K	Hold	125	–	–	﹤0.01%	705
2020 Q4	$5K	Hold	125	–	–	﹤0.01%	700
2020 Q3	$6K	Buy	+125	New	+$5.93K	﹤0.01%	605
2019 Q3	–	Sell	-242	Closed	-$9K	–	976
2019 Q2	$9K	Buy	+242	New	+$8.85K	0.01%	549

Other funds holding SPTL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Liberty Wealth Management's SPTL Position: Q2 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2021, closing a stake of 125 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in SPTL in Q2 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2019. 216 funds tracked by Wall St. Rank hold SPTL as of Q2 2021.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 125 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2021, an estimated $5K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2019 and held it in 4 quarters.
Liberty Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $9K in Q2 2019.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.