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

Clearview Wealth 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
2023
Q3 		– Sell
-106
Closed -$3.16K – 557
2023
Q2 		$3.16K Buy
106
+2
+2% +$60 ﹤0.01% 481
2023
Q1 		$3.24K Sell
104
-30
-22% -$911 ﹤0.01% 474
2022
Q4 		$3.91K Sell
134
-211
-61% -$6.18K ﹤0.01% 419
2022
Q3 		$10K Sell
345
-129
-27% -$4.19K 0.01% 336
2022
Q2 		$16K Buy
474
+1
+0.2% +$34 0.01% 307
2022
Q1 		$18K Sell
473
-228
-33% -$8.98K 0.01% 315
2021
Q4 		$30K Buy
701
+1
+0.1% +$42 0.02% 281
2021
Q3 		$29K Sell
700
-1,621
-70% -$68.8K 0.02% 291
2021
Q2 		$96K Sell
2,321
-2,021
-47% -$80.9K 0.06% 169
2021
Q1 		$169K Sell
4,342
-18,422
-81% -$766K 0.11% 121
2020
Q4 		$1.03M Buy
+22,764
New +$1.03M 0.69% 33

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return