Tyler-Stone Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-21	Closed	-$572	–	861
2024 Q2	$572	Sell	21 -1,182	-98%	-$31.9K	﹤0.01%	929
2024 Q1	$33.6K	Buy	1,203 +1,182	+5,629%	+$33K	0.01%	432
2023 Q4	$609	Hold	21	–	–	﹤0.01%	892
2023 Q3	$1K	Buy	+21	New	+$591	﹤0.01%	887

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Tyler-Stone Wealth Management's SPTL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2024, closing a stake of 21 shares — an estimated $572 sold.

Tyler-Stone Wealth Management first reported a position in SPTL in Q3 2023 and held it in 4 quarters. The position peaked at $33.6K in Q1 2024. 437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 21 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2024, an estimated $572.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 4 quarters.
Tyler-Stone Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $33.6K in Q1 2024.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.