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	1.95%	17
2022 Q2	$19.2M	Sell	579,390 -44,723	-7%	-$1.51M	3.75%	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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

NSLI

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intelligence Driven Advisers's SPTL Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2023, closing a stake of 11,703 shares — an estimated $357K sold.

Intelligence Driven Advisers first reported a position in SPTL in Q3 2020 and held it in 10 quarters. The position peaked at $27.5M in Q4 2021. 307 funds tracked by Wall St. Rank hold SPTL as of Q1 2023.

Intelligence Driven Advisers reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 11,703 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2023, an estimated $357K.
Intelligence Driven Advisers first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and held it in 10 quarters.
Intelligence Driven Advisers's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $27.5M in Q4 2021.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.