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

Wealthsimple’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 		$1.85M Buy
62,500
+393
+0.6% +$12.8K 0.07% 9
2022
Q2 		$2.05M Buy
62,107
+7,897
+15% +$267K 0.07% 9
2022
Q1 		$2.05M Sell
54,210
-1,672
-3% -$65.9K 0.06% 9
2021
Q4 		$2.35M Buy
+55,882
New +$2.35M 0.08% 8

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 $377B 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 $777B 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

Wealthsimple's SPTL Position: Q3 2022 in Review

Wealthsimple increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.63% in Q3 2022, buying an estimated $12.8K and bringing the position to 62,500 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #9.

Wealthsimple first reported a position in SPTL in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.35M in Q4 2021. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

  • Wealthsimple held 62,500 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.85M as of Q3 2022.
  • Wealthsimple bought 393 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $12.8K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.07% of Wealthsimple's portfolio in Q3 2022, its #9 holding.
  • Wealthsimple first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.35M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.