LFA
SPTL icon

Level Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Level Financial Advisors’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
2022
Q1 		– Sell
-24
Closed -$1K – 278
2021
Q4 		$1K Buy
+24
New +$1.01K ﹤0.01% 258

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Level Financial Advisors's SPTL Position: Q1 2022 in Review

Level Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2022, closing a stake of 24 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in SPTL in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 254 funds tracked by Wall St. Rank hold SPTL as of Q1 2022.

  • Level Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 24 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2022, an estimated $1K.
  • Level Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.