Lehman & Derafelo Financial Resources’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Lehman & Derafelo Financial Resources’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 Q3	–	Sell	-393	Closed	-$16K	–	220
2021 Q2	$16K	Hold	393	–	–	﹤0.01%	188
2021 Q1	$15K	Hold	393	–	–	﹤0.01%	186
2020 Q4	$18K	Hold	393	–	–	0.01%	177
2020 Q3	$18K	Hold	393	–	–	0.01%	208
2020 Q2	$18K	Hold	393	–	–	0.01%	197
2020 Q1	$19K	Buy	+393	New	+$16.8K	0.01%	139

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Lehman & Derafelo Financial Resources's SPTL Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2021, closing a stake of 393 shares — an estimated $16K sold.

Lehman & Derafelo Financial Resources first reported a position in SPTL in Q1 2020 and held it in 6 quarters. The position peaked at $19K in Q1 2020. 220 funds tracked by Wall St. Rank hold SPTL as of Q3 2021.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 393 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2021, an estimated $16K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $19K in Q1 2020.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.