Blueprint Investment Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Blueprint Investment 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
2024 Q4	–	Sell	-282,737	Closed	-$8.22M	–	213
2024 Q3	$8.22M	Buy	282,737 +205,812	+268%	+$5.87M	1.49%	15
2024 Q2	$2.09M	Buy	+76,925	New	+$2.08M	0.45%	39
2024 Q1	–	Sell	-175,744	Closed	-$5.1M	–	152
2023 Q4	$5.1M	Buy	+175,744	New	+$4.68M	1.4%	16
2022 Q1	–	Sell	-219,390	Closed	-$9.25M	–	249
2021 Q4	$9.25M	Buy	219,390 +115,819	+112%	+$4.86M	2.27%	8
2021 Q3	$4.28M	Buy	103,571 +89,002	+611%	+$3.78M	2.14%	14
2021 Q2	$602K	Buy	+14,569	New	+$583K	0.48%	29
2020 Q3	–	Sell	-89,561	Closed	-$4.2M	–	64
2020 Q2	$4.2M	Buy	+89,561	New	+$4.22M	2.68%	12

Other funds holding SPTL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blueprint Investment Partners's SPTL Position: Q4 2024 in Review

Blueprint Investment Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 282,737 shares — an estimated $8.22M sold.

Blueprint Investment Partners first reported a position in SPTL in Q2 2020 and held it in 7 quarters. The position peaked at $9.25M in Q4 2021. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

Blueprint Investment Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Blueprint Investment Partners sold 282,737 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $8.22M.
Blueprint Investment Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and held it in 7 quarters.
Blueprint Investment Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $9.25M in Q4 2021.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Blueprint Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.