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

True Wealth Design’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
2024 Q3	–	Sell	-21,140	Closed	-$575K	–	1310
2024 Q2	$575K	Buy	21,140 +48	+0.2%	+$1.3K	0.14%	103
2024 Q1	$589K	Buy	21,092 +1,110	+6%	+$31K	0.15%	102
2023 Q4	$580K	Buy	19,982 +4,070	+26%	+$108K	0.16%	100
2023 Q3	$416K	Buy	+15,912	New	+$448K	0.14%	105

Other funds holding SPTL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

NSLI

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

True Wealth Design's SPTL Position: Q3 2024 in Review

True Wealth Design sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2024, closing a stake of 21,140 shares — an estimated $575K sold.

True Wealth Design first reported a position in SPTL in Q3 2023 and held it in 4 quarters. The position peaked at $589K in Q1 2024. 437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

True Wealth Design reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 21,140 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2024, an estimated $575K.
True Wealth Design first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 4 quarters.
True Wealth Design's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $589K in Q1 2024.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.