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

Silicon Hills 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 Q2	–	Sell	-8,102	Closed	-$306K	–	113
2022 Q1	$306K	Sell	8,102 -13,590	-63%	-$535K	0.2%	90
2021 Q4	$914K	Sell	21,692 -13,523	-38%	-$568K	0.57%	48
2021 Q3	$1.45M	Sell	35,215 -3,364	-9%	-$143K	1%	23
2021 Q2	$1.59M	Buy	38,579 +2,713	+8%	+$109K	1.24%	21
2021 Q1	$1.4M	Sell	35,866 -18,050	-33%	-$750K	1.27%	22
2020 Q4	$2.43M	Sell	53,916 -2,014	-4%	-$91.5K	2.2%	11
2020 Q3	$2.61M	Sell	55,930 -565	-1%	-$26.8K	2.7%	10
2020 Q2	$2.65M	Buy	56,495 +2,673	+5%	+$126K	3.18%	7
2020 Q1	$2.54M	Buy	53,822 +53,778	+122,223%	+$2.3M	3.36%	8
2019 Q4	$1.38K	Buy	+44	New	+$1.76K	1.06%	20

Other funds holding SPTL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NSLI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Silicon Hills Wealth Management's SPTL Position: Q2 2022 in Review

Silicon Hills Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2022, closing a stake of 8,102 shares — an estimated $306K sold.

Silicon Hills Wealth Management first reported a position in SPTL in Q4 2019 and held it in 10 quarters. The position peaked at $2.65M in Q2 2020. 262 funds tracked by Wall St. Rank hold SPTL as of Q2 2022.

Silicon Hills Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 8,102 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2022, an estimated $306K.
Silicon Hills Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 10 quarters.
Silicon Hills Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.65M in Q2 2020.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.