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AWAU
Alliance Wealth Advisors (Utah)’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Alliance Wealth Advisors (Utah)’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
$666K
Sell
25,310
-7,916
-24%
-$211K
0.14%
103
2025
Q4
$880K
Sell
33,226
-5,354
-14%
-$144K
0.19%
113
2025
Q3
$1.04M
Buy
38,580
+17,187
+80%
+$454K
0.24%
115
2025
Q2
$569K
Buy
21,393
+947
+5%
+$24.9K
0.14%
149
2025
Q1
$557K
Buy
20,446
+513
+3%
+$13.7K
0.15%
152
2024
Q4
$522K
Sell
19,933
-8,962
-31%
-$245K
0.13%
155
2024
Q3
$840K
Buy
28,895
+64
+0.2%
+$1.83K
0.22%
111
2024
Q2
$785K
Buy
28,831
+5,059
+21%
+$137K
0.23%
105
2024
Q1
$664K
Buy
23,772
+1,177
+5%
+$32.8K
0.2%
114
2023
Q4
$656K
Buy
22,595
+2,220
+11%
+$59.1K
0.22%
106
2023
Q3
$533K
Buy
20,375
+1,339
+7%
+$37.7K
0.2%
110
2023
Q2
$569K
Sell
19,036
-164
-0.9%
-$4.95K
0.21%
109
2023
Q1
$593K
Sell
19,200
-331
-2%
-$10.1K
0.24%
101
2022
Q4
$567K
Buy
+19,531
New
+$572K
0.25%
96
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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