Ironwood Financial’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-25	Closed	-$1K	–	477
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	550
2021 Q2	$1K	Buy	25 +10	+67%	+$400	﹤0.01%	536
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	520
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	472
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	420
2020 Q2	$1K	Buy	+15	New	+$707	﹤0.01%	393

Other funds holding SPTL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NSLI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ironwood Financial's SPTL Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Ironwood Financial first reported a position in SPTL in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 253 funds tracked by Wall St. Rank hold SPTL as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 25 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2021, an estimated $1K.
Ironwood Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1K in Q3 2021.
253 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.