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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 – 561
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
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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return