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

ACT 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 Q2	–	Sell	-287,474	Closed	-$7.84M	–	69
2025 Q1	$7.84M	Buy	+287,474	New	+$7.66M	4.25%	6
2024 Q4	–	Sell	-568,842	Closed	-$16.5M	–	63
2024 Q3	$16.5M	Buy	+568,842	New	+$16.2M	7.8%	7
2024 Q1	–	Sell	-545,905	Closed	-$15.8M	–	53
2023 Q4	$15.8M	Buy	+545,905	New	+$14.5M	9.03%	7
2023 Q2	–	Sell	-497,615	Closed	-$15.4M	–	31
2023 Q1	$15.4M	Buy	+497,615	New	+$15.1M	9.9%	4

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

ACT Advisors's SPTL Position: Q2 2025 in Review

ACT Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 287,474 shares — an estimated $7.84M sold.

ACT Advisors first reported a position in SPTL in Q1 2023 and held it in 4 quarters. The position peaked at $16.5M in Q3 2024. 438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

ACT Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
ACT Advisors sold 287,474 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $7.84M.
ACT Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 4 quarters.
ACT Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.5M in Q3 2024.
438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on ACT Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.