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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 0.09% 255
2022
Q1 		$4.25M Buy
+112,382
New +$4.43M 0.07% 285

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return