Copperleaf Capital, LLC Spdr Portfolio Long Term Treas Transaction History

Copperleaf Capital, LLC

$105 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	N/A	-8,348 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	N/A	27 Added 0.32%	8,348 $390,000
Q2 2020 Jul 08, 2020	BUY	N/A	8,321 New	8,321 $390,000

Others Institutions Holding SPTL

# of Institutions

407

Shares Held

290M

Call Options Held

25.5K

Put Options Held

10.8K

State Street Corp Boston, MA

49.3M
Shares

$1.35 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.1M
Shares

$1.07 Billion
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39M
Shares

$1.07 Billion
2.46% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$441 Million
0.04% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$338 Million
0.13% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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