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	–	834
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	0.01%	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 Camas, Washington $336B AUM 34.66% 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 17.83% 1-Year Est. Return

NSLI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Carmichael Hill & Associates's SPTL Position: Q1 2022 in Review

Carmichael Hill & Associates sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 358 shares — an estimated $15K sold.

Carmichael Hill & Associates first reported a position in SPTL in Q4 2019 and held it in 9 quarters. The position peaked at $26K in Q2 2020. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

Carmichael Hill & Associates reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 358 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $15K.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 9 quarters.
Carmichael Hill & Associates's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $26K in Q2 2020.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Carmichael Hill & Associates's 13F filing for Q1 2022, filed 16 May 2022.