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MSFS
Main Street Financial Solutions’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Main Street Financial Solutions’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
Q3
–
Sell
-13,035
Closed
-$355K
–
573
2024
Q2
$355K
Buy
13,035
+670
+5%
+$18.1K
0.03%
389
2024
Q1
$345K
Buy
12,365
+4,855
+65%
+$135K
0.04%
385
2023
Q4
$218K
Buy
+7,510
New
+$200K
0.03%
422
2023
Q3
–
Sell
-7,500
Closed
-$224K
–
487
2023
Q2
$224K
Sell
7,500
-2,600
-26%
-$78.5K
0.03%
411
2023
Q1
$312K
Hold
10,100
–
–
0.05%
333
2022
Q4
$293K
Sell
10,100
-23
-0.2%
-$673
0.05%
334
2022
Q3
$300K
Hold
10,123
–
–
0.05%
325
2022
Q2
$335K
Sell
10,123
-8,616
-46%
-$292K
0.04%
324
2022
Q1
$709K
Buy
18,739
+311
+2%
+$12.3K
0.1%
194
2021
Q4
$777K
Sell
18,428
-484
-3%
-$20.3K
0.11%
185
2021
Q3
$781K
Buy
18,912
+3,221
+21%
+$137K
0.12%
165
2021
Q2
$648K
Buy
15,691
+1,772
+13%
+$70.9K
0.1%
194
2021
Q1
$543K
Buy
13,919
+3,126
+29%
+$130K
0.1%
207
2020
Q4
$487K
Buy
+10,793
New
+$490K
0.1%
210
Other funds holding SPTL
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
NSLI
Nan Shan Life Insurance
Taipei City, Taiwan
$2.76B AUM
6.75%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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