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

Joule 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
2022
Q4 		– Sell
-8,087
Closed -$240K – 105
2022
Q3 		$240K Buy
+8,087
New +$263K 0.18% 75

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joule Financial's SPTL Position: Q4 2022 in Review

Joule Financial sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2022, closing a stake of 8,087 shares — an estimated $240K sold.

Joule Financial first reported a position in SPTL in Q3 2022 and held it in 1 quarter. The position peaked at $240K in Q3 2022. 307 funds tracked by Wall St. Rank hold SPTL as of Q4 2022.

  • Joule Financial reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Joule Financial sold 8,087 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2022, an estimated $240K.
  • Joule Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Joule Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $240K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2022.

Based on Joule Financial's 13F filing for Q4 2022, filed 13 Jan 2023.