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ARC
Advisor Resource Council’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Advisor Resource Council’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
2026
Q1
$515K
Buy
19,565
+1,864
+11%
+$49.7K
0.2%
122
2025
Q4
$465K
Buy
+17,701
New
+$478K
0.17%
139
2025
Q2
–
Sell
-215,617
Closed
-$5.71M
–
530
2025
Q1
$5.71M
Buy
+215,617
New
+$5.75M
0.46%
53
2024
Q4
–
Sell
-16,643
Closed
-$484K
–
246
2024
Q3
$484K
Buy
16,643
+5,420
+48%
+$155K
0.22%
124
2024
Q2
$305
Sell
11,223
-12,815
-53%
-$346K
﹤0.01%
56
2024
Q1
$698K
Sell
24,038
-204,166
-89%
-$5.7M
0.3%
84
2023
Q4
$6.62M
Buy
+228,204
New
+$6.08M
0.77%
30
2022
Q3
–
Sell
-23,520
Closed
-$778K
–
452
2022
Q2
$778K
Buy
+23,520
New
+$797K
0.07%
228
2022
Q1
–
Sell
-393,183
Closed
-$16.6M
–
493
2021
Q4
$16.6M
Buy
+393,183
New
+$16.5M
1.29%
15
2021
Q3
–
Sell
-33,691
Closed
-$1.39M
–
453
2021
Q2
$1.39M
Buy
+33,691
New
+$1.35M
0.15%
156
Other funds holding SPTL
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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