JSL
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JT Stratford LLC’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

JT Stratford LLC’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
Q3 		– Sell
-23,402
Closed -$700K – 249
2023
Q2 		$700K Buy
23,402
+1,449
+7% +$43.8K 0.19% 126
2023
Q1 		$678K Sell
21,953
-189
-0.9% -$5.74K 0.19% 117
2022
Q4 		$643K Sell
22,142
-1,018
-4% -$29.8K 0.21% 116
2022
Q3 		$686K Sell
23,160
-2,958
-11% -$96.1K 0.24% 88
2022
Q2 		$864K Buy
+26,118
New +$885K 0.27% 86

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return