Prospera Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Prospera Financial Services’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	–	Sell	-7,503	Closed	-$218K	–	1179
2024 Q3	$218K	Sell	7,503 -7,420	-50%	-$212K	0.01%	1049
2024 Q2	$406K	Sell	14,923 -30,486	-67%	-$823K	0.01%	794
2024 Q1	$1.27M	Buy	45,409 +571	+1%	+$15.9K	0.04%	441
2023 Q4	$1.3M	Buy	44,838 +16,871	+60%	+$449K	0.04%	403
2023 Q3	$731K	Buy	+27,967	New	+$787K	0.03%	508
2016 Q4	–	Sell	-182,682	Closed	-$7.22M	–	412
2016 Q3	$7.22M	Buy	182,682 +176,342	+2,781%	+$7.03M	1.45%	6
2016 Q2	$253K	Sell	6,340 -556,678	-99%	-$21.2M	0.05%	277
2016 Q1	$21.2M	Buy	+563,018	New	+$20.8M	4.72%	6
2015 Q2	–	Sell	-115,268	Closed	-$4.33M	–	332
2015 Q1	$4.33M	Buy	115,268 +23,282	+25%	+$875K	0.97%	14
2014 Q4	$3.35M	Buy	91,986 +37,162	+68%	+$1.31M	0.84%	18
2014 Q3	$1.85M	Buy	+54,824	New	+$1.84M	0.5%	37

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Prospera Financial Services's SPTL Position: Q4 2024 in Review

Prospera Financial Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 7,503 shares — an estimated $218K sold.

Prospera Financial Services first reported a position in SPTL in Q3 2014 and held it in 11 quarters. The position peaked at $21.2M in Q1 2016. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

Prospera Financial Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Prospera Financial Services sold 7,503 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $218K.
Prospera Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2014 and held it in 11 quarters.
Prospera Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $21.2M in Q1 2016.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.