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Abich Financial Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Abich Financial 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
2025
Q3 		$394K Buy
+14,633
New +$386K 0.14% 55
2024
Q3 		$32.3K Sell
1,111
-1,632
-59% -$46.6K 0.07% 121
2024
Q2 		$74.7K Buy
2,743
+315
+13% +$8.5K 0.05% 122
2024
Q1 		$67.8K Sell
2,428
-1,623
-40% -$45.3K 0.05% 114
2023
Q4 		$118K Buy
+4,051
New +$108K 0.11% 27

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Abich Financial Wealth Management's SPTL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025: 14,633 shares worth $394K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPTL as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPTL in Q4 2023 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

  • Abich Financial Wealth Management held 14,633 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $394K as of Q3 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.14% of Abich Financial Wealth Management's portfolio in Q3 2025, its #55 holding.
  • Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.