Leading Edge Financial Planning’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Leading Edge Financial Planning’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
2024 Q1	–	Sell	-11,265	Closed	-$327K	–	61
2023 Q4	$327K	Sell	11,265 -840	-7%	-$22.4K	0.17%	41
2023 Q3	$317K	Sell	12,105 -860	-7%	-$24.2K	0.2%	48
2023 Q2	$388K	Sell	12,965 -2,838	-18%	-$85.7K	0.25%	39
2023 Q1	$488K	Buy	15,803 +14	+0.1%	+$425	0.35%	36
2022 Q4	$458K	Buy	+15,789	New	+$462K	0.4%	36

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leading Edge Financial Planning's SPTL Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2024, closing a stake of 11,265 shares — an estimated $327K sold.

Leading Edge Financial Planning first reported a position in SPTL in Q4 2022 and held it in 5 quarters. The position peaked at $488K in Q1 2023. 391 funds tracked by Wall St. Rank hold SPTL as of Q1 2024.

Leading Edge Financial Planning reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 11,265 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2024, an estimated $327K.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $488K in Q1 2023.
391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.