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Disciplined Investments’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-84
Closed -$2.59K – 1720
2023
Q1 		$2.59K Buy
+84
New +$2.55K ﹤0.01% 571

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Disciplined Investments's SPTL Position: Q2 2023 in Review

Disciplined Investments sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2023, closing a stake of 84 shares — an estimated $2.59K sold.

Disciplined Investments first reported a position in SPTL in Q1 2023 and held it in 1 quarter. The position peaked at $2.59K in Q1 2023. 333 funds tracked by Wall St. Rank hold SPTL as of Q2 2023.

  • Disciplined Investments reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 84 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2023, an estimated $2.59K.
  • Disciplined Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Disciplined Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.59K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.