Carmichael Hill & Associates’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Carmichael Hill & Associates’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 Q1	–	Sell	-358	Closed	-$15K	–	863
2021 Q4	$15K	Hold	358	–	–	0.01%	556
2021 Q3	$15K	Hold	358	–	–	0.01%	548
2021 Q2	$15K	Sell	358 -81	-18%	-$3.24K	0.01%	550
2021 Q1	$17K	Hold	439	–	–	0.01%	520
2020 Q4	$20K	Sell	439 -9	-2%	-$409	0.01%	475
2020 Q3	$21K	Sell	448 -106	-19%	-$5.03K	0.02%	425
2020 Q2	$26K	Buy	554 +426	+333%	+$20.1K	0.02%	379
2020 Q1	$6K	Hold	128	–	–	0.01%	520
2019 Q4	$5K	Buy	+128	New	+$5.12K	﹤0.01%	565

Other funds holding SPTL

Fisher Asset Management

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

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

Financial Engines Advisors

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

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

Fidelity Investments

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

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return