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	–	536
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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return