WI
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WBI Investments’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

WBI Investments’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
-681,480
Closed -$22.5M – 139
2022
Q2 		$22.5M Buy
681,480
+610,287
+857% +$20.7M 4.85% 7
2022
Q1 		$2.53M Buy
+71,193
New +$2.8M 0.41% 66
2020
Q4 		– Sell
-1,039,905
Closed -$48.6M – 196
2020
Q3 		$48.6M Buy
+1,039,905
New +$49.3M 7.48% 1
2020
Q2 		– Sell
-1,098,659
Closed -$51.9M – 130
2020
Q1 		$51.9M Buy
+1,098,659
New +$47M 9.81% 2
2018
Q1 		– Sell
-384,225
Closed -$14.1M – 316
2017
Q4 		$14.1M Buy
+384,225
New +$13.9M 0.65% 41

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return