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

Snider 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
2024 Q4	–	Sell	-100,457	Closed	-$2.92M	–	114
2024 Q3	$2.92M	Sell	100,457 -52,887	-34%	-$1.51M	1.07%	34
2024 Q2	$4.17M	Buy	153,344 +1,929	+1%	+$52.1K	1.61%	17
2024 Q1	$4.23M	Sell	151,415 -100,599	-40%	-$2.81M	1.76%	16
2023 Q4	$7.31M	Buy	252,014 +3,890	+2%	+$104K	3.37%	8
2023 Q3	$6.49M	Buy	248,124 +128,934	+108%	+$3.63M	3.14%	9
2023 Q2	$3.56M	Buy	119,190 +2,899	+2%	+$87.6K	1.7%	21
2023 Q1	$3.59M	Buy	+116,291	New	+$3.53M	1.91%	15

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

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Snider Financial Group's SPTL Position: Q4 2024 in Review

Snider Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 100,457 shares — an estimated $2.92M sold.

Snider Financial Group first reported a position in SPTL in Q1 2023 and held it in 7 quarters. The position peaked at $7.31M in Q4 2023. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

Snider Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Snider Financial Group sold 100,457 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $2.92M.
Snider Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Snider Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.31M in Q4 2023.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2024.

Based on Snider Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.