Summit Financial Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Summit Financial Wealth 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
2024 Q4	–	Sell	-154,347	Closed	-$4.49M	–	160
2024 Q3	$4.49M	Buy	154,347 +26,361	+21%	+$752K	0.84%	31
2024 Q2	$3.48M	Buy	127,986 +41,161	+47%	+$1.11M	0.71%	32
2024 Q1	$2.43M	Buy	86,825 +40,844	+89%	+$1.14M	0.49%	37
2023 Q4	$1.33M	Buy	45,981 +22,981	+100%	+$612K	0.3%	45
2023 Q3	$599K	Buy	+23,000	New	+$647K	0.15%	66

Other funds holding SPTL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Wealth Advisors's SPTL Position: Q4 2024 in Review

Summit Financial Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2024, closing a stake of 154,347 shares — an estimated $4.49M sold.

Summit Financial Wealth Advisors first reported a position in SPTL in Q3 2023 and held it in 5 quarters. The position peaked at $4.49M in Q3 2024. 461 funds tracked by Wall St. Rank hold SPTL as of Q4 2024.

Summit Financial Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Summit Financial Wealth Advisors sold 154,347 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2024, an estimated $4.49M.
Summit Financial Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 5 quarters.
Summit Financial Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.49M 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 Summit Financial Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.