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

Selective 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
-513
Closed -$15K – 646
2022
Q3 		$15K Hold
513
– – 0.01% 472
2022
Q2 		$17K Buy
513
+508
+10,160% +$17.2K 0.01% 495
2022
Q1 		$0 Buy
+5
New +$197 ﹤0.01% 793

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's SPTL Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2022, closing a stake of 513 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in SPTL in Q1 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 307 funds tracked by Wall St. Rank hold SPTL as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 513 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2022, an estimated $15K.
  • Selective Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $17K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.