Blue Chip Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Blue Chip Partners’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 Q3	–	Sell	-44,732	Closed	-$1.34M	–	190
2023 Q2	$1.34M	Buy	44,732 +230	+0.5%	+$6.95K	0.15%	68
2023 Q1	$1.37M	Buy	44,502 +149	+0.3%	+$4.53K	0.16%	64
2022 Q4	$1.29M	Buy	+44,353	New	+$1.3M	0.16%	67

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Blue Chip Partners's SPTL Position: Q3 2023 in Review

Blue Chip Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2023, closing a stake of 44,732 shares — an estimated $1.34M sold.

Blue Chip Partners first reported a position in SPTL in Q4 2022 and held it in 3 quarters. The position peaked at $1.37M in Q1 2023. 334 funds tracked by Wall St. Rank hold SPTL as of Q3 2023.

Blue Chip Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Blue Chip Partners sold 44,732 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2023, an estimated $1.34M.
Blue Chip Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 3 quarters.
Blue Chip Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.37M in Q1 2023.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2023.

Based on Blue Chip Partners's 13F filing for Q3 2023, filed 30 Oct 2023.