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PrairieView Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

PrairieView Wealth Partners’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
-358,206
Closed -$10.4M – 19
2023
Q4 		$10.4M Buy
+358,206
New +$9.54M 10.39% 5

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
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PrairieView Wealth Partners's SPTL Position: Q1 2024 in Review

PrairieView Wealth Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2024, closing a stake of 358,206 shares — an estimated $10.4M sold.

PrairieView Wealth Partners first reported a position in SPTL in Q4 2023 and held it in 1 quarter. The position peaked at $10.4M in Q4 2023. 391 funds tracked by Wall St. Rank hold SPTL as of Q1 2024.

  • PrairieView Wealth Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • PrairieView Wealth Partners sold 358,206 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2024, an estimated $10.4M.
  • PrairieView Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • PrairieView Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $10.4M in Q4 2023.
  • 391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2024.

Based on PrairieView Wealth Partners's 13F filing for Q1 2024, filed 3 Apr 2024.