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Harvest Portfolios Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Harvest Portfolios 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
2024
Q4 		– Sell
-807,937
Closed -$23.5M – 239
2024
Q3 		$23.5M Buy
807,937
+224,857
+39% +$6.41M 0.78% 42
2024
Q2 		$15.9M Sell
583,080
-304,948
-34% -$8.23M 0.61% 54
2024
Q1 		$24.8M Buy
888,028
+355,150
+67% +$9.91M 0.97% 33
2023
Q4 		$15.5M Buy
532,878
+505,678
+1,859% +$13.5M 0.66% 55
2023
Q3 		$711K Buy
+27,200
New +$765K 0.03% 147

Other funds holding SPTL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 1-Year Est. Return

Harvest Portfolios Group's SPTL Position: Q4 2024 in Review

Harvest Portfolios Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 807,937 shares — an estimated $23.5M sold.

Harvest Portfolios Group first reported a position in SPTL in Q3 2023 and held it in 5 quarters. The position peaked at $24.8M in Q1 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

  • Harvest Portfolios Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Harvest Portfolios Group sold 807,937 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $23.5M.
  • Harvest Portfolios Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Harvest Portfolios Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $24.8M in Q1 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Harvest Portfolios Group's 13F filing for Q4 2024, filed 14 Feb 2025.