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Rockbridge Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Rockbridge Investment Management’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
-260
Closed -$7.55K – 549
2023
Q4 		$7.55K Buy
+260
New +$6.92K ﹤0.01% 426
2022
Q3 		– Sell
-382
Closed -$12.6K – 526
2022
Q2 		$12.6K Buy
382
+122
+47% +$4.13K ﹤0.01% 346
2022
Q1 		$9.82K Hold
260
– – ﹤0.01% 513
2021
Q4 		$11K Hold
260
– – ﹤0.01% 557
2021
Q3 		$11K Hold
260
– – ﹤0.01% 516
2021
Q2 		$11K Hold
260
– – ﹤0.01% 520
2021
Q1 		$10K Hold
260
– – ﹤0.01% 507
2020
Q4 		$12K Hold
260
– – ﹤0.01% 485
2020
Q3 		$12K Hold
260
– – ﹤0.01% 452
2020
Q2 		$12K Buy
+260
New +$12.3K ﹤0.01% 410

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 $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return