Scissortail Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Scissortail Wealth 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
2023 Q4	–	Sell	-29,651	Closed	-$731K	–	161
2023 Q3	$731K	Sell	29,651 -226,245	-88%	-$6.37M	0.58%	33
2023 Q2	$7.67M	Buy	255,896 +200,975	+366%	+$6.07M	6.29%	3
2023 Q1	$1.7M	Sell	54,921 -1,002	-2%	-$30.4K	1.53%	22
2022 Q4	$1.68M	Buy	+55,923	New	+$1.64M	0.97%	25

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Scissortail Wealth Management's SPTL Position: Q4 2023 in Review

Scissortail Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2023, closing a stake of 29,651 shares — an estimated $731K sold.

Scissortail Wealth Management first reported a position in SPTL in Q4 2022 and held it in 4 quarters. The position peaked at $7.67M in Q2 2023. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

Scissortail Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Scissortail Wealth Management sold 29,651 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $731K.
Scissortail Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Scissortail Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.67M in Q2 2023.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on Scissortail Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.