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

MONECO 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
Q4 		– Sell
-16,167
Closed -$423K – 394
2023
Q3 		$423K Buy
16,167
+1,056
+7% +$29.7K 0.11% 203
2023
Q2 		$452K Buy
15,111
+531
+4% +$16K 0.12% 187
2023
Q1 		$450K Buy
14,580
+279
+2% +$8.47K 0.13% 174
2022
Q4 		$415K Buy
14,301
+136
+1% +$3.98K 0.15% 153
2022
Q3 		$420K Buy
+14,165
New +$460K 0.17% 141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
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