One Wealth Management Investment & Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

One Wealth Management Investment & Advisory 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
2024 Q1	–	Sell	-13,404	Closed	-$389K	–	154
2023 Q4	$389K	Buy	+13,404	New	+$357K	0.17%	81

Other funds holding SPTL

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's SPTL Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2024, closing a stake of 13,404 shares — an estimated $389K sold.

One Wealth Management Investment & Advisory Services first reported a position in SPTL in Q4 2023 and held it in 1 quarter. The position peaked at $389K in Q4 2023. 391 funds tracked by Wall St. Rank hold SPTL as of Q1 2024.

One Wealth Management Investment & Advisory Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 13,404 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2024, an estimated $389K.
One Wealth Management Investment & Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 1 quarter.
One Wealth Management Investment & Advisory Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $389K in Q4 2023.
391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.