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IDA
Intelligence Driven Advisers’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Intelligence Driven Advisers’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
2023
Q1
–
Sell
-11,703
Closed
-$357K
–
102
2022
Q4
$357K
Sell
11,703
-316,876
-96%
-$9.28M
0.07%
66
2022
Q3
$9.71M
Sell
328,579
-250,811
-43%
-$8.15M
1.96%
17
2022
Q2
$19.2M
Sell
579,390
-44,723
-7%
-$1.51M
3.76%
7
2022
Q1
$22.6M
Sell
624,113
-54,874
-8%
-$2.16M
4.13%
8
2021
Q4
$27.5M
Buy
678,987
+17,776
+3%
+$746K
5.05%
7
2021
Q3
$27.2M
Buy
661,211
+47,043
+8%
+$2M
6.1%
7
2021
Q2
$25.4M
Buy
614,168
+597,155
+3,510%
+$23.9M
4.93%
6
2021
Q1
$663K
Buy
17,013
+1,612
+10%
+$67K
0.15%
46
2020
Q4
$695K
Buy
15,401
+1,002
+7%
+$45.5K
0.16%
51
2020
Q3
$673K
Buy
+14,399
New
+$683K
0.16%
42
Other funds holding SPTL
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
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
NSLI
Nan Shan Life Insurance
Taipei City, Taiwan
$2.76B AUM
6.75%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
SF
Synovus Financial
Columbus, Georgia
$8.74B AUM
12.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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