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Focus Financial Network’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Focus Financial Network’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
2024
Q1 		– Sell
-17,619
Closed -$511K – 739
2023
Q4 		$511K Buy
+17,619
New +$469K 0.02% 450
2021
Q4 		– Sell
-8,136
Closed -$336K – 440
2021
Q3 		$336K Sell
8,136
-49
-0.6% -$2.08K 0.04% 321
2021
Q2 		$338K Buy
8,185
+728
+10% +$29.1K 0.05% 323
2021
Q1 		$291K Buy
+7,457
New +$310K 0.03% 340
2020
Q4 		– Sell
-8,658
Closed -$405K – 476
2020
Q3 		$405K Buy
+8,658
New +$411K 0.04% 289

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return