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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

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State Street
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NSLI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return