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

Total Clarity 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 Q3	–	Sell	-728	Closed	-$24K	–	878
2022 Q2	$24K	Buy	+728	New	+$24.7K	0.01%	521
2022 Q1	–	Sell	-262	Closed	-$11K	–	814
2021 Q4	$11K	Buy	262 +23	+10%	+$966	0.01%	679
2021 Q3	$10K	Buy	+239	New	+$10.1K	﹤0.01%	682

Other funds holding SPTL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Total Clarity Wealth Management's SPTL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2022, closing a stake of 728 shares — an estimated $24K sold.

Total Clarity Wealth Management first reported a position in SPTL in Q3 2021 and held it in 3 quarters. The position peaked at $24K in Q2 2022. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 728 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $24K.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $24K in Q2 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.