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

One Plus One 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
2022
Q4 		– Sell
-113,897
Closed -$3.38M – 101
2022
Q3 		$3.38M Buy
+113,897
New +$3.7M 2.75% 9

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Plus One Wealth Management's SPTL Position: Q4 2022 in Review

One Plus One Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2022, closing a stake of 113,897 shares — an estimated $3.38M sold.

One Plus One Wealth Management first reported a position in SPTL in Q3 2022 and held it in 1 quarter. The position peaked at $3.38M in Q3 2022. 307 funds tracked by Wall St. Rank hold SPTL as of Q4 2022.

  • One Plus One Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • One Plus One Wealth Management sold 113,897 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2022, an estimated $3.38M.
  • One Plus One Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • One Plus One Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.38M in Q3 2022.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2022.

Based on One Plus One Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.