SageGuard Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

SageGuard Financial Group’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
2021 Q3	$269K	Sell	6,519 -10,183	-61%	-$432K	4.22%	14
2021 Q2	$690K	Sell	16,702 -705	-4%	-$28.2K	0.31%	62
2021 Q1	$685K	Buy	17,407 +2,153	+14%	+$89.5K	0.32%	61
2020 Q4	$685K	Buy	+15,254	New	+$693K	0.33%	61

Other funds holding SPTL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SageGuard Financial Group's SPTL Position: Q3 2021 in Review

SageGuard Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 61% in Q3 2021, selling an estimated $432K and leaving 6,519 shares worth $269K. The position accounts for 4.22% of the portfolio, ranked #14.

SageGuard Financial Group first reported a position in SPTL in Q4 2020 and has held it in 4 quarters since. The position peaked at $690K in Q2 2021. 220 funds tracked by Wall St. Rank hold SPTL as of Q3 2021.

SageGuard Financial Group held 6,519 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $269K as of Q3 2021.
SageGuard Financial Group sold 10,183 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2021, an estimated $432K.
State Street SPDR Portfolio Long Term Treasury ETF made up 4.22% of SageGuard Financial Group's portfolio in Q3 2021, its #14 holding.
SageGuard Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 4 quarters since.
SageGuard Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $690K in Q2 2021.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.