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

Sharp 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
-86,942
Closed -$2.53M – 105
2024
Q3 		$2.53M Buy
86,942
+6,255
+8% +$178K 1.95% 14
2024
Q2 		$2.2M Buy
80,687
+1,213
+2% +$32.7K 1.88% 14
2024
Q1 		$2.22M Buy
79,474
+16,854
+27% +$470K 2.06% 14
2023
Q4 		$1.82M Buy
+62,620
New +$1.67M 1.97% 14

Other funds holding SPTL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $377B AUM 19.32% 1-Year Est. Return

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

Sharp Financial Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 86,942 shares — an estimated $2.53M sold.

Sharp Financial Services first reported a position in SPTL in Q4 2023 and held it in 4 quarters. The position peaked at $2.53M in Q3 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

  • Sharp Financial Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sharp Financial Services sold 86,942 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $2.53M.
  • Sharp Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Sharp Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.53M in Q3 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Sharp Financial Services's 13F filing for Q4 2024, filed 17 Jan 2025.