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

Visionary 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
2022 Q1	–	Sell	-28,650	Closed	-$1.21M	–	457
2021 Q4	$1.21M	Buy	+28,650	New	+$1.2M	0.1%	151
2020 Q4	–	Sell	-26,244	Closed	-$1.23M	–	302
2020 Q3	$1.23M	Sell	26,244 -2,953	-10%	-$140K	0.17%	111
2020 Q2	$1.37M	Buy	29,197 +16,085	+123%	+$758K	0.21%	104
2020 Q1	$619K	Buy	+13,112	New	+$561K	0.12%	116

Other funds holding SPTL

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

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

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

NSLI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Visionary Wealth Advisors's SPTL Position: Q1 2022 in Review

Visionary Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 28,650 shares — an estimated $1.21M sold.

Visionary Wealth Advisors first reported a position in SPTL in Q1 2020 and held it in 4 quarters. The position peaked at $1.37M in Q2 2020. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

Visionary Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 28,650 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $1.21M.
Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 4 quarters.
Visionary Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.37M in Q2 2020.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Visionary Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.