Carmel Capital Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Carmel Capital 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 Q4	–	Sell	-101	Closed	-$2.64K	–	610
2023 Q3	$2.64K	Hold	101	–	–	﹤0.01%	608
2023 Q2	$3.02K	Hold	101	–	–	﹤0.01%	341
2023 Q1	$3.12K	Buy	+101	New	+$3.07K	﹤0.01%	385

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Carmel Capital Partners's SPTL Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2023, closing a stake of 101 shares — an estimated $2.64K sold.

Carmel Capital Partners first reported a position in SPTL in Q1 2023 and held it in 3 quarters. The position peaked at $3.12K in Q1 2023. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

Carmel Capital Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 101 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $2.64K.
Carmel Capital Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.12K in Q1 2023.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.