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

RMR Wealth Builders’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
Q2 		– Sell
-147
Closed -$6K – 633
2021
Q1 		$6K Buy
+147
New +$6.11K ﹤0.01% 658

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's SPTL Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2021, closing a stake of 147 shares — an estimated $6K sold.

RMR Wealth Builders first reported a position in SPTL in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 216 funds tracked by Wall St. Rank hold SPTL as of Q2 2021.

  • RMR Wealth Builders reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 147 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2021, an estimated $6K.
  • RMR Wealth Builders first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6K in Q1 2021.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.