Burleson & Co’s State Street SPDR Portfolio Long Term Treasury Index 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 $348B AUM 26.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 Index 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 Index ETF worth $514K as of Q4 2022.
State Street SPDR Portfolio Long Term Treasury Index ETF was a new Burleson & Co position in Q4 2022.
State Street SPDR Portfolio Long Term Treasury Index 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 Index ETF as of Q4 2022.

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