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WealthShield Partners’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
WealthShield Partners’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
2023
Q2
–
Sell
-40
Closed
-$1.24K
–
504
2023
Q1
$1.24K
Buy
+40
New
+$1.22K
﹤0.01%
477
2021
Q2
–
Sell
-74
Closed
-$3K
–
1112
2021
Q1
$3K
Buy
+74
New
+$3.08K
﹤0.01%
1039
2020
Q4
–
Sell
-520
Closed
-$24K
–
408
2020
Q3
$24K
Sell
520
-374
-42%
-$17.7K
0.01%
327
2020
Q2
$42K
Buy
894
+1
+0.1%
+$47
0.02%
254
2020
Q1
$42K
Buy
893
+618
+225%
+$26.4K
0.03%
193
2019
Q4
$11K
Buy
275
+88
+47%
+$3.52K
0.01%
245
2019
Q3
$8K
Buy
+187
New
+$7.47K
﹤0.01%
240
2018
Q4
–
Sell
-6
Closed
–
–
281
2018
Q3
$0
Hold
6
–
–
﹤0.01%
276
2018
Q2
$0
Hold
6
–
–
﹤0.01%
262
2018
Q1
$0
Buy
+6
New
+$209
﹤0.01%
261
Other funds holding SPTL
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Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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$295B AUM
31.6%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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