IndexIQ Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

IndexIQ Advisors’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
2022 Q1	$1.06M	Buy	27,959 +26,588	+1,939%	+$1.05M	0.04%	269
2021 Q4	$58K	Buy	+1,371	New	+$57.6K	﹤0.01%	1117
2021 Q1	–	Sell	-7,988	Closed	-$360K	–	1303
2020 Q4	$360K	Buy	7,988 +2,470	+45%	+$112K	0.01%	551
2020 Q3	$258K	Sell	5,518 -3,489	-39%	-$166K	0.01%	478
2020 Q2	$422K	Sell	9,007 -10,458	-54%	-$493K	0.02%	261
2020 Q1	$920K	Sell	19,465 -16,778	-46%	-$717K	0.04%	202
2019 Q4	$1.41M	Buy	36,243 +35,771	+7,579%	+$1.43M	0.05%	191
2019 Q3	$19K	Sell	472 -34,536	-99%	-$1.38M	﹤0.01%	559
2019 Q2	$1.34M	Buy	35,008 +22,072	+171%	+$807K	0.04%	283
2019 Q1	$471K	Sell	12,936 -13,791	-52%	-$483K	0.01%	494
2018 Q4	$937K	Buy	26,727 +19,442	+267%	+$649K	0.03%	427
2018 Q3	$246K	Sell	7,285 -1,107,498	-99%	-$38.3M	0.01%	533
2018 Q2	$39M	Buy	1,114,783 +899,813	+419%	+$31M	1.2%	15
2018 Q1	$7.54M	Buy	+214,970	New	+$7.48M	0.24%	66
2017 Q3	–	Sell	-7,886	Closed	-$284K	–	548
2017 Q2	$284K	Buy	7,886 +2,352	+43%	+$83.9K	0.01%	459
2017 Q1	$193K	Sell	5,534 -3,698	-40%	-$128K	0.01%	251
2016 Q4	$318K	Buy	+9,232	New	+$334K	0.02%	233

Other funds holding SPTL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

IndexIQ Advisors's SPTL Position: Q1 2022 in Review

IndexIQ Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1,939% in Q1 2022, buying an estimated $1.05M and bringing the position to 27,959 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #269.

IndexIQ Advisors first reported a position in SPTL in Q4 2016 and has held it in 17 quarters since. The position peaked at $39M in Q2 2018. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

IndexIQ Advisors held 27,959 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.06M as of Q1 2022.
IndexIQ Advisors bought 26,588 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $1.05M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of IndexIQ Advisors's portfolio in Q1 2022, its #269 holding.
IndexIQ Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2016 and has held it in 17 quarters since.
IndexIQ Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $39M in Q2 2018.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.