TD Capital Management
SPTL icon

TD Capital Management’s State Street SPDR Portfolio Long Term Treasury Index 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 -$4.32K – 431
2023
Q3 		$4.32K 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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nan Shan Life Insurance
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Congress Wealth Management
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 Index ETF (SPTL) in Q4 2023, closing a stake of 165 shares — an estimated $4.32K 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 Index ETF position as of Q4 2023 after selling out during the quarter.
  • TD Capital Management sold 165 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q4 2023, an estimated $4.32K.
  • TD Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q2 2013 and held it in 2 quarters.
  • TD Capital Management's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $26K in Q2 2013.
  • 387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q4 2023.

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