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

Professional 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
2022
Q4 		– Sell
-1,002
Closed -$30K – 398
2022
Q3 		$30K Sell
1,002
-334
-25% -$10.8K 0.02% 183
2022
Q2 		$44K Sell
1,336
-2,191
-62% -$74.2K 0.02% 156
2022
Q1 		$133K Sell
3,527
-198
-5% -$7.8K 0.06% 95
2021
Q4 		$157K Buy
+3,725
New +$156K 0.07% 108

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Professional Financial Advisors's SPTL Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2022, closing a stake of 1,002 shares — an estimated $30K sold.

Professional Financial Advisors first reported a position in SPTL in Q4 2021 and held it in 4 quarters. The position peaked at $157K in Q4 2021. 307 funds tracked by Wall St. Rank hold SPTL as of Q4 2022.

  • Professional Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,002 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2022, an estimated $30K.
  • Professional Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $157K in Q4 2021.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.