Clifford Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Clifford Group’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
2025 Q1	–	Sell	-40,748	Closed	-$1.07M	–	80
2024 Q4	$1.07M	Sell	40,748 -21,061	-34%	-$577K	0.81%	21
2024 Q3	$1.8M	Sell	61,809 -6,845	-10%	-$195K	1.4%	16
2024 Q2	$1.87M	Buy	68,654 +14,035	+26%	+$379K	1.51%	15
2024 Q1	$1.53M	Sell	54,619 -7,784	-12%	-$217K	1.26%	18
2023 Q4	$1.81M	Buy	62,403 +1,830	+3%	+$48.7K	1.68%	12
2023 Q3	$1.58M	Buy	60,573 +29,618	+96%	+$833K	1.72%	12
2023 Q2	$926K	Buy	30,955 +8,491	+38%	+$256K	0.99%	20
2023 Q1	$694K	Buy	+22,464	New	+$682K	0.84%	22

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clifford Group's SPTL Position: Q1 2025 in Review

Clifford Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 40,748 shares — an estimated $1.07M sold.

Clifford Group first reported a position in SPTL in Q1 2023 and held it in 8 quarters. The position peaked at $1.87M in Q2 2024. 469 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Clifford Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Clifford Group sold 40,748 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $1.07M.
Clifford Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Clifford Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.87M in Q2 2024.
469 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Clifford Group's 13F filing for Q1 2025, filed 15 May 2025.