SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / SPTL

Swaine & Leidel Wealth Services, LLC’s Spdr Series Trust Position

Does Swaine & Leidel Wealth Services, LLC own Spdr Series Trust (SPTL)? Not currently — the last reported position was 39.8K shares worth $2M in Q4 2019; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$2M
Q4 2019
Shares
39.8K
% of Portfolio
+1.29%
Quarters Held
4
position exited

Position History SPTL

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201939.8K$2M+1.29%
Q3 201940.1K$2M+1.49%
Q2 201937.4K$1M+1.53%
Q1 2019195.2K$7M+8.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of SPTL.