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Peterson Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Peterson Financial 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
Q3 		$36.5K Buy
+1,256
New +$35.8K 0.14% 112

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Peterson Financial Group's SPTL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2024: 1,256 shares worth $36.5K. The stake represents 0.14% of the portfolio and ranks #112 among its holdings.

437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

  • Peterson Financial Group held 1,256 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $36.5K as of Q3 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.14% of Peterson Financial Group's portfolio in Q3 2024, its #112 holding.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.