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 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Colton Groome Financial Advisors's SPTL Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2023, closing a stake of 14,491 shares — an estimated $379K sold.

Colton Groome Financial Advisors first reported a position in SPTL in Q4 2021 and held it in 8 quarters. The position peaked at $2.74M in Q1 2022. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

Colton Groome Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 14,491 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $379K.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 8 quarters.
Colton Groome Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.74M in Q1 2022.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.