Comprehensive Financial Consultants Institutional’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-220	Closed	-$8K	–	451
2021 Q4	$8K	Buy	+220	New	+$9.24K	0.01%	360

Other funds holding SPTL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SPTL Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 220 shares — an estimated $8K sold.

Comprehensive Financial Consultants Institutional first reported a position in SPTL in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 220 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $8K.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8K in Q4 2021.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.