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

Spartan Planning & 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	$1.69M	Buy	58,137 +58,115	+264,159%	+$1.55M	1.8%	15
2023 Q3	$575	Buy	+22	New	+$619	﹤0.01%	121
2022 Q4	$784	Hold	27	–	–	﹤0.01%	137
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	68
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	84
2022 Q1	$1K	Buy	+27	New	+$1.06K	﹤0.01%	129

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

Spartan Planning & Wealth Management's SPTL Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 264,159% in Q4 2023, buying an estimated $1.55M and bringing the position to 58,137 shares worth $1.69M. The position accounts for 1.8% of the portfolio, ranked #15.

Spartan Planning & Wealth Management first reported a position in SPTL in Q1 2022 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

Spartan Planning & Wealth Management held 58,137 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.69M as of Q4 2023.
Spartan Planning & Wealth Management bought 58,115 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $1.55M.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.8% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #15 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.