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SA
Strategic Advisors’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Strategic Advisors’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
Q2
–
Sell
-22,367
Closed
-$691K
–
209
2023
Q1
$691K
Sell
22,367
-60,111
-73%
-$1.83M
0.14%
122
2022
Q4
$2.39M
Sell
82,478
-6,661
-7%
-$195K
0.53%
44
2022
Q3
$2.64M
Sell
89,139
-639
-0.7%
-$20.8K
0.59%
40
2022
Q2
$2.97M
Buy
+89,778
New
+$3.04M
0.62%
41
2021
Q1
–
Sell
-82,288
Closed
-$3.58M
–
176
2020
Q4
$3.58M
Buy
82,288
+8,354
+11%
+$380K
1.03%
21
2020
Q3
$3.38M
Buy
+73,934
New
+$3.51M
1.13%
20
2020
Q2
–
Sell
-57,171
Closed
-$2.7M
–
164
2020
Q1
$2.7M
Sell
57,171
-7,853
-12%
-$336K
1.18%
18
2019
Q4
$2.53M
Buy
65,024
+1,824
+3%
+$72.9K
0.88%
27
2019
Q3
$2.59M
Sell
63,200
-8,379
-12%
-$335K
0.97%
23
2019
Q2
$2.73M
Buy
71,579
+972
+1%
+$35.5K
1.04%
25
2019
Q1
$2.57M
Buy
70,607
+2,745
+4%
+$96.2K
0.99%
25
2018
Q4
$2.38M
Buy
+67,862
New
+$2.26M
1.04%
29
Other funds holding SPTL
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
NSLI
Nan Shan Life Insurance
Taipei City, Taiwan
$2.76B AUM
6.75%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
SF
Synovus Financial
Columbus, Georgia
$8.74B AUM
12.78%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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