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Atticus Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-11
Closed -$293 – 572
2025
Q2 		$293 Hold
11
– – ﹤0.01% 659
2025
Q1 		$300 Hold
11
– – ﹤0.01% 489
2024
Q4 		$289 Hold
11
– – ﹤0.01% 507
2024
Q3 		$320 Sell
11
-9
-45% -$257 ﹤0.01% 503
2024
Q2 		$545 Hold
20
– – ﹤0.01% 505
2024
Q1 		$559 Sell
20
-204
-91% -$5.69K ﹤0.01% 517
2023
Q4 		$6.5K Sell
224
-6,402
-97% -$170K ﹤0.01% 436
2023
Q3 		$173K Sell
6,626
-72
-1% -$2.03K 0.07% 137
2023
Q2 		$200K Sell
6,698
-275
-4% -$8.31K 0.07% 134
2023
Q1 		$215K Buy
+6,973
New +$212K 0.08% 126

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Atticus Wealth Management's SPTL Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 11 shares — an estimated $293 sold.

Atticus Wealth Management first reported a position in SPTL in Q1 2023 and held it in 10 quarters. The position peaked at $215K in Q1 2023. 420 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

  • Atticus Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 11 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $293.
  • Atticus Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 10 quarters.
  • Atticus Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $215K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.