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	–	1110
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

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

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

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

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

NSLI

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthShield Partners's SPTL Position: Q2 2023 in Review

WealthShield Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2023, closing a stake of 40 shares — an estimated $1.24K sold.

WealthShield Partners first reported a position in SPTL in Q1 2018 and held it in 10 quarters. The position peaked at $42K in Q2 2020. 333 funds tracked by Wall St. Rank hold SPTL as of Q2 2023.

WealthShield Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 40 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2023, an estimated $1.24K.
WealthShield Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2018 and held it in 10 quarters.
WealthShield Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $42K in Q2 2020.
333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.