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Zeke Capital Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Zeke Capital Advisors’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
2022
Q4 		– Sell
-18,550
Closed -$550K – 531
2022
Q3 		$550K Buy
18,550
+65
+0.4% +$2.11K 0.04% 197
2022
Q2 		$611K Buy
+18,485
New +$626K 0.04% 192

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zeke Capital Advisors's SPTL Position: Q4 2022 in Review

Zeke Capital Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2022, closing a stake of 18,550 shares — an estimated $550K sold.

Zeke Capital Advisors first reported a position in SPTL in Q2 2022 and held it in 2 quarters. The position peaked at $611K in Q2 2022. 307 funds tracked by Wall St. Rank hold SPTL as of Q4 2022.

  • Zeke Capital Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 18,550 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2022, an estimated $550K.
  • Zeke Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Zeke Capital Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $611K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.