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Financial Strategies Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Financial Strategies Group’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
-7,685
Closed -$254K – 88
2022
Q2 		$254K Sell
7,685
-3,025
-28% -$102K 0.11% 75
2022
Q1 		$405K Buy
+10,710
New +$422K 0.16% 62
2021
Q1 		– Sell
-5,294
Closed -$239K – 76
2020
Q4 		$239K Sell
5,294
-3,002
-36% -$136K 0.13% 58
2020
Q3 		$388K Buy
+8,296
New +$394K 0.26% 34
2020
Q2 		– Sell
-5,528
Closed -$261K – 49
2020
Q1 		$261K Sell
5,528
-193
-3% -$8.25K 0.24% 35
2019
Q4 		$222K Buy
+5,721
New +$229K 0.18% 43

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return