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Atria Wealth Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Atria Wealth Solutions’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 		$2.16M Sell
81,340
-178,907
-69% -$4.7M 0.05% 398
2025
Q1 		$7.09M Sell
260,247
-22,481
-8% -$599K 0.09% 249
2024
Q4 		$7.4M Sell
282,728
-129,480
-31% -$3.55M 0.08% 253
2024
Q3 		$12M Buy
412,208
+67,516
+20% +$1.93M 0.13% 169
2024
Q2 		$9.38M Buy
344,692
+32,922
+11% +$889K 0.1% 200
2024
Q1 		$8.71M Buy
311,770
+92,964
+42% +$2.59M 0.1% 220
2023
Q4 		$6.35M Buy
218,806
+43,032
+24% +$1.15M 0.08% 249
2023
Q3 		$4.6M Buy
175,774
+41,615
+31% +$1.17M 0.06% 310
2023
Q2 		$4.01M Buy
134,159
+21,801
+19% +$658K 0.05% 346
2023
Q1 		$3.47M Sell
112,358
-7,254
-6% -$220K 0.05% 364
2022
Q4 		$3.47M Sell
119,612
-10,487
-8% -$307K 0.06% 340
2022
Q3 		$3.86M Sell
130,099
-930
-0.7% -$30.2K 0.07% 289
2022
Q2 		$4.33M Buy
131,029
+18,647
+17% +$632K 0.08% 255
2022
Q1 		$4.25M Buy
+112,382
New +$4.43M 0.07% 285

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Atria Wealth Solutions's SPTL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 69% in Q2 2025, selling an estimated $4.7M and leaving 81,340 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #398.

Atria Wealth Solutions first reported a position in SPTL in Q1 2022 and has held it in 14 quarters since. The position peaked at $12M in Q3 2024. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Atria Wealth Solutions held 81,340 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.16M as of Q2 2025.
  • Atria Wealth Solutions sold 178,907 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $4.7M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #398 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.