Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Householder Group Estate & Retirement Specialist’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	$6K	Sell	265 -486	-65%	-$13.3K	﹤0.01%	417
2024 Q3	$21K	Sell	751 -28	-4%	-$799	0.01%	676
2024 Q2	$21K	Sell	779 -59	-7%	-$1.59K	0.01%	671
2024 Q1	$23.4K	Buy	838 +36	+4%	+$1K	0.01%	643
2023 Q4	$23K	Sell	802 -7,876	-91%	-$210K	0.01%	617
2023 Q3	$227K	Buy	+8,678	New	+$244K	0.08%	204

Other funds holding SPTL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SPTL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 65% in Q4 2024, selling an estimated $13.3K and leaving 265 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Householder Group Estate & Retirement Specialist first reported a position in SPTL in Q3 2023 and has held it in 6 quarters since. The position peaked at $227K in Q3 2023. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 265 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 486 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $13.3K.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #417 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $227K in Q3 2023.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.