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Alera Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Alera Investment Advisors’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
Q3 		$2.24M Buy
76,911
+3,219
+4% +$91.8K 0.26% 51
2024
Q2 		$2.01M Sell
73,692
-520,624
-88% -$14.1M 0.24% 52
2024
Q1 		$16.6M Sell
594,316
-81,217
-12% -$2.27M 2.25% 10
2023
Q4 		$19.6M Buy
+675,533
New +$18M 2.56% 9

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Alera Investment Advisors's SPTL Position: Q3 2024 in Review

Alera Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.4% in Q3 2024, buying an estimated $91.8K and bringing the position to 76,911 shares worth $2.24M. The position accounts for 0.26% of the portfolio, ranked #51.

Alera Investment Advisors first reported a position in SPTL in Q4 2023 and has held it in 4 quarters since. The position peaked at $19.6M in Q4 2023. 437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

  • Alera Investment Advisors held 76,911 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.24M as of Q3 2024.
  • Alera Investment Advisors bought 3,219 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2024, an estimated $91.8K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.26% of Alera Investment Advisors's portfolio in Q3 2024, its #51 holding.
  • Alera Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 4 quarters since.
  • Alera Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $19.6M in Q4 2023.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.