TD Capital Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

TD Capital 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	–	Sell	-165	Closed	-$4.33K	–	431
2023 Q3	$4.33K	Buy	+165	New	+$4.64K	﹤0.01%	336
2013 Q3	–	Sell	-796	Closed	-$26K	–	200
2013 Q2	$26K	Buy	+796	New	+$27.2K	0.01%	131

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

TD Capital Management's SPTL Position: Q4 2023 in Review

TD Capital Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2023, closing a stake of 165 shares — an estimated $4.33K sold.

TD Capital Management first reported a position in SPTL in Q2 2013 and held it in 2 quarters. The position peaked at $26K in Q2 2013. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

TD Capital Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
TD Capital Management sold 165 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $4.33K.
TD Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2013 and held it in 2 quarters.
TD Capital Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $26K in Q2 2013.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.