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 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

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

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

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

Founders Financial Securities's SPTL Position: Q1 2023 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2023, closing a stake of 8,656 shares — an estimated $251K sold.

Founders Financial Securities first reported a position in SPTL in Q2 2018 and held it in 7 quarters. The position peaked at $2.32M in Q3 2018. 307 funds tracked by Wall St. Rank hold SPTL as of Q1 2023.

Founders Financial Securities reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Founders Financial Securities sold 8,656 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2023, an estimated $251K.
Founders Financial Securities first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and held it in 7 quarters.
Founders Financial Securities's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.32M in Q3 2018.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.