LNC
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Lincoln National Corp’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-95,706
Closed -$2.67M – 991
2024
Q1 		$2.67M Buy
95,706
+47,910
+100% +$1.34M 0.04% 272
2023
Q4 		$1.39M Buy
47,796
+24,598
+106% +$655K 0.02% 373
2023
Q3 		$607K Buy
23,198
+10,398
+81% +$293K 0.01% 541
2023
Q2 		$383K Buy
12,800
+2,149
+20% +$64.9K 0.01% 700
2023
Q1 		$329K Buy
10,651
+605
+6% +$18.4K 0.01% 737
2022
Q4 		$292K Buy
10,046
+2,692
+37% +$78.8K 0.01% 726
2022
Q3 		$218K Buy
7,354
+225
+3% +$7.31K 0.01% 786
2022
Q2 		$236K Buy
7,129
+216
+3% +$7.32K 0.01% 745
2022
Q1 		$261K Sell
6,913
-176
-2% -$6.93K 0.01% 764
2021
Q4 		$299K Buy
7,089
+45
+0.6% +$1.89K 0.01% 708
2021
Q3 		$291K Buy
7,044
+313
+5% +$13.3K 0.01% 696
2021
Q2 		$278K Sell
6,731
-2,336
-26% -$93.5K 0.01% 699
2021
Q1 		$353K Buy
9,067
+2,883
+47% +$120K 0.01% 562
2020
Q4 		$279K Buy
6,184
+1,369
+28% +$62.2K 0.01% 603
2020
Q3 		$225K Buy
+4,815
New +$228K 0.01% 596

Other funds holding SPTL

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lincoln National Corp's SPTL Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2024, closing a stake of 95,706 shares — an estimated $2.67M sold.

Lincoln National Corp first reported a position in SPTL in Q3 2020 and held it in 15 quarters. The position peaked at $2.67M in Q1 2024. 409 funds tracked by Wall St. Rank hold SPTL as of Q2 2024.

  • Lincoln National Corp reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 95,706 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2024, an estimated $2.67M.
  • Lincoln National Corp first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and held it in 15 quarters.
  • Lincoln National Corp's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.67M in Q1 2024.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.