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Concord Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-268
Closed -$9K – 1006
2022
Q2 		$9K Buy
+268
New +$9.08K ﹤0.01% 710

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's SPTL Position: Q3 2022 in Review

Concord Wealth Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2022, closing a stake of 268 shares — an estimated $9K sold.

Concord Wealth Partners first reported a position in SPTL in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

  • Concord Wealth Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 268 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $9K.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $9K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.