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

HBC Financial Services’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 		$25K Hold
981
– – 0.02% 91
2024
Q3 		$26K Buy
+981
New +$28K 0.02% 96

Other funds holding SPTL

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 $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HBC Financial Services's SPTL Position: Q4 2024 in Review

HBC Financial Services held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q4 2024 at 981 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #91.

HBC Financial Services first reported a position in SPTL in Q3 2024 and has held it in 2 quarters since. The position peaked at $26K in Q3 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

  • HBC Financial Services held 981 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $25K as of Q4 2024.
  • HBC Financial Services left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #91 holding.
  • HBC Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and has held it in 2 quarters since.
  • HBC Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $26K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.