Hayden Royal’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-6,065	Closed	-$250K	–	188
2021 Q2	$250K	Buy	+6,065	New	+$243K	0.14%	160
2020 Q4	–	Sell	-7,535	Closed	-$352K	–	548
2020 Q3	$352K	Buy	+7,535	New	+$357K	0.19%	122
2020 Q2	–	Sell	-10,169	Closed	-$480K	–	249
2020 Q1	$480K	Buy	10,169 +364	+4%	+$15.6K	0.28%	96
2019 Q4	$409K	Buy	+9,805	New	+$392K	0.21%	118

Other funds holding SPTL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hayden Royal's SPTL Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2021, closing a stake of 6,065 shares — an estimated $250K sold.

Hayden Royal first reported a position in SPTL in Q4 2019 and held it in 4 quarters. The position peaked at $480K in Q1 2020. 220 funds tracked by Wall St. Rank hold SPTL as of Q3 2021.

Hayden Royal reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 6,065 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2021, an estimated $250K.
Hayden Royal first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 4 quarters.
Hayden Royal's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $480K in Q1 2020.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.