Oliver Lagore Vanvalin Investment Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q4	$157	Hold	6	–	–	﹤0.01%	663
2024 Q3	$174	Sell	6 -500	-99%	-$14.3K	﹤0.01%	651
2024 Q2	$13.8K	Buy	506 +62	+14%	+$1.67K	﹤0.01%	378
2024 Q1	$12.4K	Buy	444 +16	+4%	+$446	﹤0.01%	387
2023 Q4	$12.4K	Buy	428 +5	+1%	+$133	﹤0.01%	381
2023 Q3	$11.1K	Sell	423 -817	-66%	-$23K	﹤0.01%	425
2023 Q2	$37.1K	Buy	+1,240	New	+$37.5K	0.01%	285

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPTL Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q4 2024 at 6 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Oliver Lagore Vanvalin Investment Group first reported a position in SPTL in Q2 2023 and has held it in 7 quarters since. The position peaked at $37.1K in Q2 2023. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 6 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $157 as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #663 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $37.1K in Q2 2023.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.