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Cordasco Financial Network’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Cordasco Financial Network’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
-6
Closed – – 593
2021
Q4 		$0 Buy
+6
New +$252 ﹤0.01% 597

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 $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Cordasco Financial Network's SPTL Position: Q1 2022 in Review

Cordasco Financial Network sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 6 shares.

Cordasco Financial Network first reported a position in SPTL in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 255 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

  • Cordasco Financial Network reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Cordasco Financial Network sold 6 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022.
  • Cordasco Financial Network first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Cordasco Financial Network's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $0 in Q4 2021.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Cordasco Financial Network's 13F filing for Q1 2022, filed 21 Apr 2022.