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 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

Tranquilli Financial Advisor's SPTL Position: Q4 2023 in Review

Tranquilli Financial Advisor sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2023, closing a stake of 16,208 shares — an estimated $424K sold.

Tranquilli Financial Advisor first reported a position in SPTL in Q4 2021 and held it in 8 quarters. The position peaked at $1M in Q1 2022. 387 funds tracked by Wall St. Rank hold SPTL as of Q4 2023.

Tranquilli Financial Advisor reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Tranquilli Financial Advisor sold 16,208 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2023, an estimated $424K.
Tranquilli Financial Advisor first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 8 quarters.
Tranquilli Financial Advisor's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1M in Q1 2022.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2023.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2023, filed 14 Feb 2024.