HAS
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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
– – 0.2% 122
2023
Q4 		$1.04M Buy
35,918
+7,082
+25% +$189K 0.2% 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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $376B AUM 19.32% 1-Year Est. Return