WR Wealth Planners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-6,282	Closed	-$183K	–	1180
2024 Q3	$183K	Sell	6,282 -18	-0.3%	-$514	0.05%	198
2024 Q2	$171K	Buy	6,300 +302	+5%	+$8.15K	0.05%	188
2024 Q1	$168K	Buy	+5,998	New	+$167K	0.05%	197
2023 Q3	–	Sell	-154	Closed	-$4.61K	–	947
2023 Q2	$4.61K	Hold	154	–	–	﹤0.01%	689
2023 Q1	$4.76K	Hold	154	–	–	﹤0.01%	683
2022 Q4	$4.47K	Hold	154	–	–	﹤0.01%	339
2022 Q3	$4.57K	Hold	154	–	–	﹤0.01%	318
2022 Q2	$5.09K	Hold	154	–	–	﹤0.01%	339
2022 Q1	$5.82K	Buy	+154	New	+$6.07K	﹤0.01%	344

Other funds holding SPTL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's SPTL Position: Q4 2024 in Review

WR Wealth Planners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 6,282 shares — an estimated $183K sold.

WR Wealth Planners first reported a position in SPTL in Q1 2022 and held it in 9 quarters. The position peaked at $183K in Q3 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

WR Wealth Planners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 6,282 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $183K.
WR Wealth Planners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and held it in 9 quarters.
WR Wealth Planners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $183K in Q3 2024.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.