Acorn Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Acorn Wealth 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
2025 Q1	–	Sell	-7,691	Closed	-$201K	–	240
2024 Q4	$201K	Sell	7,691 -3,827	-33%	-$105K	0.08%	231
2024 Q3	$335K	Buy	+11,518	New	+$329K	0.14%	149
2024 Q2	–	Sell	-8,829	Closed	-$247K	–	209
2024 Q1	$247K	Sell	8,829 -3,538	-29%	-$98.7K	0.13%	168
2023 Q4	$359K	Buy	12,367 +2,055	+20%	+$54.7K	0.21%	103
2023 Q3	$270K	Buy	+10,312	New	+$290K	0.18%	132

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

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

MERSOM

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

NSLI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Acorn Wealth Advisors's SPTL Position: Q1 2025 in Review

Acorn Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 7,691 shares — an estimated $201K sold.

Acorn Wealth Advisors first reported a position in SPTL in Q3 2023 and held it in 5 quarters. The position peaked at $359K in Q4 2023. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Acorn Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 7,691 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $201K.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 5 quarters.
Acorn Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $359K in Q4 2023.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Acorn Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.