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

SkyOak Wealth’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
2020
Q3 		– Sell
-8,434
Closed -$396K – 238
2020
Q2 		$396K Sell
8,434
-6,925
-45% -$326K 0.15% 148
2020
Q1 		$726K Buy
+15,359
New +$657K 0.37% 64

Other funds holding SPTL

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

SkyOak Wealth's SPTL Position: Q3 2020 in Review

SkyOak Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2020, closing a stake of 8,434 shares — an estimated $396K sold.

SkyOak Wealth first reported a position in SPTL in Q1 2020 and held it in 2 quarters. The position peaked at $726K in Q1 2020. 202 funds tracked by Wall St. Rank hold SPTL as of Q3 2020.

  • SkyOak Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 8,434 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2020, an estimated $396K.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 2 quarters.
  • SkyOak Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $726K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.