HB Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

HB Wealth Management’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	-6,929	Closed	-$201K	–	1116
2024 Q3	$201K	Sell	6,929 -3,429	-33%	-$97.8K	﹤0.01%	895
2024 Q2	$282K	Hold	10,358	–	–	﹤0.01%	740
2024 Q1	$289K	Hold	10,358	–	–	﹤0.01%	672
2023 Q4	$301K	Buy	+10,358	New	+$276K	﹤0.01%	612
2022 Q2	–	Sell	-5,554	Closed	-$210K	–	621
2022 Q1	$210K	Buy	+5,554	New	+$219K	﹤0.01%	555

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HB Wealth Management's SPTL Position: Q4 2024 in Review

HB Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 6,929 shares — an estimated $201K sold.

HB Wealth Management first reported a position in SPTL in Q1 2022 and held it in 5 quarters. The position peaked at $301K in Q4 2023. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

HB Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
HB Wealth Management sold 6,929 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $201K.
HB Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and held it in 5 quarters.
HB Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $301K in Q4 2023.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.