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Tranquilli Financial Advisor’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Tranquilli Financial Advisor’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
-16,208
Closed -$424K – 107
2023
Q3 		$424K Buy
16,208
+5,332
+49% +$150K 0.31% 63
2023
Q2 		$325K Buy
10,876
+1,698
+19% +$51.3K 0.23% 73
2023
Q1 		$283K Sell
9,178
-1,798
-16% -$54.6K 0.21% 72
2022
Q4 		$319K Sell
10,976
-696
-6% -$20.4K 0.24% 68
2022
Q3 		$346K Buy
11,672
+1,453
+14% +$47.2K 0.27% 45
2022
Q2 		$338K Sell
10,219
-16,272
-61% -$551K 0.26% 46
2022
Q1 		$1M Buy
26,491
+6,338
+31% +$250K 0.71% 34
2021
Q4 		$849K Buy
+20,153
New +$846K 0.59% 41

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return