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

Halpern Financial’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
2020
Q4 		– Sell
-246
Closed -$11.5K – 215
2020
Q3 		$11.5K Buy
+246
New +$11.7K 0.01% 102

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Halpern Financial's SPTL Position: Q4 2020 in Review

Halpern Financial sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2020, closing a stake of 246 shares — an estimated $11.5K sold.

Halpern Financial first reported a position in SPTL in Q3 2020 and held it in 1 quarter. The position peaked at $11.5K in Q3 2020. 226 funds tracked by Wall St. Rank hold SPTL as of Q4 2020.

  • Halpern Financial reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Halpern Financial sold 246 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2020, an estimated $11.5K.
  • Halpern Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Halpern Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $11.5K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2020.

Based on Halpern Financial's 13F filing for Q4 2020, filed 21 Sep 2023.