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

Red Door 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
Q3 		– Sell
-18
Closed – – 534
2021
Q2 		$0 Buy
+18
New +$720 ﹤0.01% 650

Other funds holding SPTL

Fisher Asset Management
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Door Wealth Management's SPTL Position: Q3 2021 in Review

Red Door Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2021, closing a stake of 18 shares.

Red Door Wealth Management first reported a position in SPTL in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 220 funds tracked by Wall St. Rank hold SPTL as of Q3 2021.

  • Red Door Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 18 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2021.
  • Red Door Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $0 in Q2 2021.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.