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CA
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
MERSOM
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$8.81B AUM
10.88%
1-Year Est. Return
NSLI
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$2.76B AUM
6.75%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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