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

Peak Financial 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
2024 Q1	–	Sell	-183,328	Closed	-$5.32M	–	82
2023 Q4	$5.32M	Buy	183,328 +13,798	+8%	+$367K	3.56%	7
2023 Q3	$4.43M	Sell	169,530 -61,377	-27%	-$1.73M	4.79%	8
2023 Q2	$6.9M	Buy	230,907 +136,213	+144%	+$4.11M	5.42%	3
2023 Q1	$2.92M	Buy	+94,694	New	+$2.88M	2.47%	11
2022 Q1	–	Sell	-5,227	Closed	-$220K	–	106
2021 Q4	$220K	Buy	+5,227	New	+$219K	0.17%	70

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peak Financial Advisors's SPTL Position: Q1 2024 in Review

Peak Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2024, closing a stake of 183,328 shares — an estimated $5.32M sold.

Peak Financial Advisors first reported a position in SPTL in Q4 2021 and held it in 5 quarters. The position peaked at $6.9M in Q2 2023. 391 funds tracked by Wall St. Rank hold SPTL as of Q1 2024.

Peak Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Peak Financial Advisors sold 183,328 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2024, an estimated $5.32M.
Peak Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 5 quarters.
Peak Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.9M in Q2 2023.
391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.