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

LifeGuide 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
2023
Q1 		– Sell
-9,033
Closed -$262K – 36
2022
Q4 		$262K Buy
+9,033
New +$264K 0.23% 26

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifeGuide Financial Advisors's SPTL Position: Q1 2023 in Review

LifeGuide Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2023, closing a stake of 9,033 shares — an estimated $262K sold.

LifeGuide Financial Advisors first reported a position in SPTL in Q4 2022 and held it in 1 quarter. The position peaked at $262K in Q4 2022. 307 funds tracked by Wall St. Rank hold SPTL as of Q1 2023.

  • LifeGuide Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 9,033 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2023, an estimated $262K.
  • LifeGuide Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • LifeGuide Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $262K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2023.

Based on LifeGuide Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.