Cetera Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Cetera Advisors’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
2024 Q1	$9.44M	Buy	338,006 +228,461	+209%	+$6.37M	0.07%	268
2023 Q4	$3.18M	Buy	109,545 +912	+0.8%	+$24.3K	0.04%	380
2023 Q3	$2.84M	Buy	108,633 +38,311	+54%	+$1.08M	0.04%	370
2023 Q2	$2.1M	Buy	70,322 +652	+0.9%	+$19.7K	0.03%	450
2023 Q1	$2.15M	Buy	69,670 +2,496	+4%	+$75.8K	0.04%	421
2022 Q4	$1.95M	Buy	67,174 +46,770	+229%	+$1.37M	0.04%	453
2022 Q3	$605K	Buy	+20,404	New	+$663K	0.02%	700
2021 Q1	–	Sell	-21,447	Closed	-$968K	–	1240
2020 Q4	$968K	Sell	21,447 -546	-2%	-$24.8K	0.03%	426
2020 Q3	$1.03M	Sell	21,993 -4,974	-18%	-$236K	0.04%	372
2020 Q2	$1.26M	Buy	26,967 +3,810	+16%	+$180K	0.05%	310
2020 Q1	$1.09M	Sell	23,157 -12,464	-35%	-$533K	0.06%	307
2019 Q4	$1.39M	Sell	35,621 -56,154	-61%	-$2.24M	0.06%	300
2019 Q3	$3.77M	Buy	91,775 +53,970	+143%	+$2.15M	0.17%	130
2019 Q2	$1.44M	Buy	37,805 +36,392	+2,576%	+$1.33M	0.06%	293
2019 Q1	$51K	Buy	+1,413	New	+$49.5K	﹤0.01%	967
2018 Q3	–	Sell	-15,363	Closed	-$535K	–	995
2018 Q2	$535K	Buy	+15,363	New	+$529K	0.03%	491

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisors's SPTL Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 209% in Q1 2024, buying an estimated $6.37M and bringing the position to 338,006 shares worth $9.44M. The position accounts for 0.07% of the portfolio, ranked #268.

Cetera Advisors first reported a position in SPTL in Q2 2018 and has held it in 16 quarters since. 391 funds tracked by Wall St. Rank hold SPTL as of Q1 2024.

Cetera Advisors held 338,006 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $9.44M as of Q1 2024.
Cetera Advisors bought 228,461 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2024, an estimated $6.37M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.07% of Cetera Advisors's portfolio in Q1 2024, its #268 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and has held it in 16 quarters since.
391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.