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

Transform 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
-5,652
Closed -$265K – 234
2020
Q2 		$265K Sell
5,652
-2,686
-32% -$127K 0.05% 194
2020
Q1 		$394K Buy
+8,338
New +$357K 0.08% 159

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

Transform Wealth's SPTL Position: Q3 2020 in Review

Transform Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2020, closing a stake of 5,652 shares — an estimated $265K sold.

Transform Wealth first reported a position in SPTL in Q1 2020 and held it in 2 quarters. The position peaked at $394K in Q1 2020. 202 funds tracked by Wall St. Rank hold SPTL as of Q3 2020.

  • Transform Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Transform Wealth sold 5,652 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2020, an estimated $265K.
  • Transform Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 2 quarters.
  • Transform Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $394K 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 Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.