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	–	554
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 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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's SPTL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2023, closing a stake of 106 shares — an estimated $3.16K sold.

Clearview Wealth Advisors first reported a position in SPTL in Q4 2020 and held it in 11 quarters. The position peaked at $1.03M in Q4 2020. 334 funds tracked by Wall St. Rank hold SPTL as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 106 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2023, an estimated $3.16K.
Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.03M in Q4 2020.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.