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Founders Financial Securities’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-8,656
Closed -$251K – 337
2022
Q4 		$251K Sell
8,656
-1,329
-13% -$38.9K 0.04% 279
2022
Q3 		$296K Buy
9,985
+947
+10% +$30.8K 0.05% 231
2022
Q2 		$299K Sell
9,038
-1,687
-16% -$57.1K 0.06% 196
2022
Q1 		$406K Buy
10,725
+2,663
+33% +$105K 0.07% 191
2021
Q4 		$340K Buy
+8,062
New +$339K 0.06% 203
2018
Q4 		– Sell
-68,710
Closed -$2.32M – 116
2018
Q3 		$2.32M Buy
68,710
+12,740
+23% +$440K 0.65% 30
2018
Q2 		$1.96M Buy
+55,970
New +$1.93M 0.6% 29

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return