Endurance Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Endurance Wealth Management’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	$1K	Hold	24	–	–	﹤0.01%	630
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	634
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	623
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	603
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	615
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	632
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	618
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	623
2021 Q2	$0	Hold	24	–	–	﹤0.01%	646
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	633
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	607
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	607
2020 Q2	$1K	Buy	+24	New	+$1.13K	﹤0.01%	598

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Endurance Wealth Management's SPTL Position: Q2 2023 in Review

Endurance Wealth Management held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2023 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Endurance Wealth Management first reported a position in SPTL in Q2 2020 and has held it in 13 quarters since. 333 funds tracked by Wall St. Rank hold SPTL as of Q2 2023.

Endurance Wealth Management held 24 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1K as of Q2 2023.
Endurance Wealth Management left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2023.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #630 holding.
Endurance Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and has held it in 13 quarters since.
333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.