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

Wealth Quarterback’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
Q2 		– Sell
-813
Closed -$38.4K – 671
2020
Q1 		$38.4K Sell
813
-84,019
-99% -$3.59M 0.04% 263
2019
Q4 		$2.42K Buy
+84,832
New +$3.39M ﹤0.01% 738

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Quarterback's SPTL Position: Q2 2020 in Review

Wealth Quarterback sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2020, closing a stake of 813 shares — an estimated $38.4K sold.

Wealth Quarterback first reported a position in SPTL in Q4 2019 and held it in 2 quarters. The position peaked at $38.4K in Q1 2020. 200 funds tracked by Wall St. Rank hold SPTL as of Q2 2020.

  • Wealth Quarterback reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 813 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2020, an estimated $38.4K.
  • Wealth Quarterback first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $38.4K in Q1 2020.
  • 200 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.