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

Milestone Wealth’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
Q3 		$1.53M Buy
51,349
+322
+0.6% +$10.5K 1.7% 13
2022
Q2 		$1.69M Buy
51,027
+44,526
+685% +$1.51M 1.78% 13
2022
Q1 		$275K Hold
6,501
– – 0.22% 51
2021
Q4 		$275K Buy
+6,501
New +$273K 0.22% 51

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's SPTL Position: Q3 2022 in Review

Milestone Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.63% in Q3 2022, buying an estimated $10.5K and bringing the position to 51,349 shares worth $1.53M. The position accounts for 1.7% of the portfolio, ranked #13.

Milestone Wealth first reported a position in SPTL in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.69M in Q2 2022. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

  • Milestone Wealth held 51,349 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.53M as of Q3 2022.
  • Milestone Wealth bought 322 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $10.5K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.7% of Milestone Wealth's portfolio in Q3 2022, its #13 holding.
  • Milestone Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.69M in Q2 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.