MCWS
SPTL icon

McKinley Carter Wealth Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-6,145
Closed -$277K – 290
2020
Q4 		$277K Buy
+6,145
New +$279K 0.04% 223

Other funds holding SPTL

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

McKinley Carter Wealth Services's SPTL Position: Q1 2021 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 6,145 shares — an estimated $277K sold.

McKinley Carter Wealth Services first reported a position in SPTL in Q4 2020 and held it in 1 quarter. The position peaked at $277K in Q4 2020. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

  • McKinley Carter Wealth Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,145 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $277K.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $277K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2021, filed 30 Apr 2021.