Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wilbanks Smith & Thomas Asset 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	-5,383	Closed	-$227K	–	535
2021 Q4	$227K	Hold	5,383	–	–	0.01%	470
2021 Q3	$222K	Buy	5,383 +168	+3%	+$7.13K	0.01%	460
2021 Q2	$215K	Hold	5,215	–	–	0.01%	463
2021 Q1	$203K	Hold	5,215	–	–	0.01%	447
2020 Q4	$235K	Hold	5,215	–	–	0.01%	382
2020 Q3	$244K	Hold	5,215	–	–	0.01%	344
2020 Q2	$245K	Sell	5,215 -128	-2%	-$6.03K	0.01%	341
2020 Q1	$252K	Buy	+5,343	New	+$228K	0.02%	310

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

Wilbanks Smith & Thomas Asset Management's SPTL Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 5,383 shares — an estimated $227K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPTL in Q1 2020 and held it in 8 quarters. The position peaked at $252K in Q1 2020. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,383 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $227K.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 8 quarters.
Wilbanks Smith & Thomas Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $252K in Q1 2020.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.