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U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

U.S. Capital Wealth Advisors’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
Q4 		– Sell
-14,607
Closed -$425K – 832
2024
Q3 		$425K Sell
14,607
-2,237
-13% -$63.8K 0.02% 513
2024
Q2 		$458K Sell
16,844
-1,318
-7% -$35.6K 0.02% 475
2024
Q1 		$507K Buy
18,162
+671
+4% +$18.7K 0.02% 465
2023
Q4 		$508K Sell
17,491
-7,441
-30% -$198K 0.02% 452
2023
Q3 		$652K Sell
24,932
-4,784
-16% -$135K 0.03% 381
2023
Q2 		$889K Buy
+29,716
New +$898K 0.04% 348
2023
Q1 		– Sell
-1,016
Closed -$29.5K – 1408
2022
Q4 		$29.5K Buy
+1,016
New +$29.7K ﹤0.01% 1010

Other funds holding SPTL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return