Westside Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Westside Investment 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
2022 Q1	–	Sell	-7,500	Closed	-$316	–	812
2021 Q4	$316	Buy	+7,500	New	+$315K	﹤0.01%	293
2018 Q1	–	Sell	-1,300	Closed	-$47K	–	847
2017 Q4	$47K	Hold	1,300	–	–	0.03%	292
2017 Q3	$46.5K	Hold	1,300	–	–	0.03%	278
2017 Q2	$46.1K	Hold	1,300	–	–	0.03%	272
2017 Q1	$45.6K	Buy	+1,300	New	+$45.1K	0.02%	268

Other funds holding SPTL

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

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

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

NSLI

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Westside Investment Management's SPTL Position: Q1 2022 in Review

Westside Investment Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 7,500 shares — an estimated $316 sold.

Westside Investment Management first reported a position in SPTL in Q1 2017 and held it in 5 quarters. The position peaked at $47K in Q4 2017. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

Westside Investment Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Westside Investment Management sold 7,500 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $316.
Westside Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2017 and held it in 5 quarters.
Westside Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $47K in Q4 2017.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Westside Investment Management's 13F filing for Q1 2022, filed 25 Apr 2022.