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HBW Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

HBW Advisory 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 		– Sell
-10,445
Closed -$304K – 407
2024
Q3 		$304K Buy
10,445
+1,317
+14% +$37.6K 0.04% 276
2024
Q2 		$248K Sell
9,128
-26,790
-75% -$723K 0.04% 288
2024
Q1 		$1.04M Hold
35,918
– – 0.19% 122
2023
Q4 		$1.04M Buy
35,918
+7,082
+25% +$189K 0.19% 122
2023
Q3 		$754K Buy
28,836
+11,573
+67% +$326K 0.16% 139
2023
Q2 		$516K Buy
+17,263
New +$521K 0.11% 177
2022
Q3 		– Sell
-6,206
Closed -$205K – 247
2022
Q2 		$205K Buy
6,206
+238
+4% +$8.06K 0.05% 209
2022
Q1 		$226K Sell
5,968
-1,847
-24% -$72.8K 0.08% 197
2021
Q4 		$329K Sell
7,815
-90
-1% -$3.78K 0.08% 199
2021
Q3 		$326K Buy
7,905
+312
+4% +$13.2K 0.08% 196
2021
Q2 		$314K Buy
7,593
+1,571
+26% +$62.9K 0.08% 182
2021
Q1 		$235K Sell
6,022
-4,127
-41% -$172K 0.06% 214
2020
Q4 		$458K Buy
10,149
+455
+5% +$20.7K 0.14% 130
2020
Q3 		$453K Buy
+9,694
New +$460K 0.19% 123

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

HBW Advisory Services's SPTL Position: Q4 2024 in Review

HBW Advisory Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 10,445 shares — an estimated $304K sold.

HBW Advisory Services first reported a position in SPTL in Q3 2020 and held it in 14 quarters. The position peaked at $1.04M in Q1 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

  • HBW Advisory Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • HBW Advisory Services sold 10,445 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $304K.
  • HBW Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and held it in 14 quarters.
  • HBW Advisory Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.04M 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 HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.