SLWS
SPTL icon

Swaine & Leidel Wealth Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		– Sell
-39,794
Closed -$1.55M – 65
2019
Q4 		$1.55M Sell
39,794
-289
-0.7% -$11.6K 1.29% 37
2019
Q3 		$1.65M Buy
40,083
+2,683
+7% +$107K 1.49% 35
2019
Q2 		$1.43M Sell
37,400
-157,812
-81% -$5.77M 1.53% 31
2019
Q1 		$7.1M Buy
195,212
+12,263
+7% +$430K 8.99% 1
2018
Q4 		$6.42M Buy
+182,949
New +$6.11M 10.21% 1

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return