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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MONECO Advisors's SPTL Position: Q4 2023 in Review

MONECO Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2023, closing a stake of 16,167 shares — an estimated $423K sold.

MONECO Advisors first reported a position in SPTL in Q3 2022 and held it in 5 quarters. The position peaked at $452K in Q2 2023. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

MONECO Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
MONECO Advisors sold 16,167 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $423K.
MONECO Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and held it in 5 quarters.
MONECO Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $452K in Q2 2023.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.