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

Wintrust Investments’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
2021 Q4	–	Sell	-10,659	Closed	-$440K	–	432
2021 Q3	$440K	Sell	10,659 -5,685	-35%	-$241K	0.06%	188
2021 Q2	$675K	Buy	+16,344	New	+$654K	0.07%	220
2020 Q1	–	Sell	-10,745	Closed	-$418K	–	363
2019 Q4	$418K	Buy	+10,745	New	+$429K	0.06%	235

Other funds holding SPTL

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

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

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

NSLI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wintrust Investments's SPTL Position: Q4 2021 in Review

Wintrust Investments sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2021, closing a stake of 10,659 shares — an estimated $440K sold.

Wintrust Investments first reported a position in SPTL in Q4 2019 and held it in 3 quarters. The position peaked at $675K in Q2 2021. 253 funds tracked by Wall St. Rank hold SPTL as of Q4 2021.

Wintrust Investments reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Wintrust Investments sold 10,659 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2021, an estimated $440K.
Wintrust Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 3 quarters.
Wintrust Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $675K in Q2 2021.
253 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2021.

Based on Wintrust Investments's 13F filing for Q4 2021, filed 4 Feb 2022.