Eldridge Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Eldridge Investment 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 Q3	–	Sell	-14,600	Closed	-$437K	–	151
2023 Q2	$437K	Sell	14,600 -6,900	-32%	-$208K	0.14%	89
2023 Q1	$664K	Buy	+21,500	New	+$653K	0.23%	72
2022 Q1	–	Sell	-13,750	Closed	-$580K	–	135
2021 Q4	$580K	Buy	+13,750	New	+$577K	0.19%	68
2021 Q2	–	Sell	-12,000	Closed	-$468K	–	118
2021 Q1	$468K	Buy	12,000 +6,000	+100%	+$249K	0.18%	72
2020 Q4	$271K	Buy	+6,000	New	+$273K	0.11%	90
2020 Q1	–	Sell	-36,169	Closed	-$1.41M	–	98
2019 Q4	$1.41M	Buy	+36,169	New	+$1.45M	0.69%	27

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eldridge Investment Advisors's SPTL Position: Q3 2023 in Review

Eldridge Investment Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2023, closing a stake of 14,600 shares — an estimated $437K sold.

Eldridge Investment Advisors first reported a position in SPTL in Q4 2019 and held it in 6 quarters. The position peaked at $1.41M in Q4 2019. 334 funds tracked by Wall St. Rank hold SPTL as of Q3 2023.

Eldridge Investment Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 14,600 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2023, an estimated $437K.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 6 quarters.
Eldridge Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.41M in Q4 2019.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2023.

Based on Eldridge Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.