Burleson & Co’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Burleson & Co’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
2022 Q4	$514K	Buy	+17,716	New	+$519K	0.13%	98

Other funds holding SPTL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Burleson & Co's SPTL Position: Q4 2022 in Review

Burleson & Co opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2022: 17,716 shares worth $514K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings.

307 funds tracked by Wall St. Rank hold SPTL as of Q4 2022.

Burleson & Co held 17,716 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $514K as of Q4 2022.
State Street SPDR Portfolio Long Term Treasury ETF was a new Burleson & Co position in Q4 2022.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.13% of Burleson & Co's portfolio in Q4 2022, its #98 holding.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.