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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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return