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Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-22
Closed -$680 – 239
2023
Q1 		$680 Buy
+22
New +$668 ﹤0.01% 215

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Koesten Hirschmann & Crabtree's SPTL Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2023, closing a stake of 22 shares — an estimated $680 sold.

Koesten Hirschmann & Crabtree first reported a position in SPTL in Q1 2023 and held it in 1 quarter. The position peaked at $680 in Q1 2023. 333 funds tracked by Wall St. Rank hold SPTL as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 22 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2023, an estimated $680.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $680 in Q1 2023.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.