Western Pacific Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Western Pacific Wealth Management’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
2024 Q2	–	Sell	-436	Closed	-$12.2K	–	286
2024 Q1	$12.2K	Buy	+436	New	+$12.2K	0.01%	186
2023 Q2	–	Sell	-10	Closed	-$308	–	307
2023 Q1	$308	Buy	+10	New	+$304	﹤0.01%	293

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Western Pacific Wealth Management's SPTL Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2024, closing a stake of 436 shares — an estimated $12.2K sold.

Western Pacific Wealth Management first reported a position in SPTL in Q1 2023 and held it in 2 quarters. The position peaked at $12.2K in Q1 2024. 409 funds tracked by Wall St. Rank hold SPTL as of Q2 2024.

Western Pacific Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 436 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2024, an estimated $12.2K.
Western Pacific Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 2 quarters.
Western Pacific Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12.2K in Q1 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.