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

Bellwether 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
2023 Q1	–	Sell	-93	Closed	-$2.7K	–	530
2022 Q4	$2.7K	Hold	93	–	–	﹤0.01%	336
2022 Q3	$2K	Hold	93	–	–	﹤0.01%	406
2022 Q2	$3K	Hold	93	–	–	﹤0.01%	323
2022 Q1	$3K	Hold	93	–	–	﹤0.01%	426
2021 Q4	$3K	Hold	93	–	–	﹤0.01%	474
2021 Q3	$3K	Hold	93	–	–	﹤0.01%	438
2021 Q2	$3K	Hold	93	–	–	﹤0.01%	357
2021 Q1	$3K	Hold	93	–	–	﹤0.01%	334
2020 Q4	$4K	Buy	+93	New	+$4.23K	﹤0.01%	282

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NSLI

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bellwether Advisors's SPTL Position: Q1 2023 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2023, closing a stake of 93 shares — an estimated $2.7K sold.

Bellwether Advisors first reported a position in SPTL in Q4 2020 and held it in 9 quarters. The position peaked at $4K in Q4 2020. 307 funds tracked by Wall St. Rank hold SPTL as of Q1 2023.

Bellwether Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 93 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2023, an estimated $2.7K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 9 quarters.
Bellwether Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4K in Q4 2020.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.