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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Financial Strategies Group's SPTL Position: Q3 2022 in Review

Financial Strategies Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2022, closing a stake of 7,685 shares — an estimated $254K sold.

Financial Strategies Group first reported a position in SPTL in Q4 2019 and held it in 6 quarters. The position peaked at $405K in Q1 2022. 272 funds tracked by Wall St. Rank hold SPTL as of Q3 2022.

Financial Strategies Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Financial Strategies Group sold 7,685 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2022, an estimated $254K.
Financial Strategies Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 6 quarters.
Financial Strategies Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $405K in Q1 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2022.

Based on Financial Strategies Group's 13F filing for Q3 2022, filed 26 Oct 2022.