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Colton Groome Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Colton Groome Financial 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
Q4 		– Sell
-14,491
Closed -$379K – 130
2023
Q3 		$379K Sell
14,491
-992
-6% -$27.9K 0.19% 78
2023
Q2 		$463K Sell
15,483
-9,978
-39% -$301K 0.22% 77
2023
Q1 		$786K Sell
25,461
-10,286
-29% -$312K 0.37% 58
2022
Q4 		$1.04M Sell
35,747
-6,626
-16% -$194K 0.51% 43
2022
Q3 		$1.26M Buy
42,373
+6,888
+19% +$224K 0.64% 38
2022
Q2 		$1.17M Sell
35,485
-36,908
-51% -$1.25M 0.59% 34
2022
Q1 		$2.74M Buy
72,393
+17,307
+31% +$682K 1.27% 24
2021
Q4 		$2.32M Buy
+55,086
New +$2.31M 0.94% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return