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Aveo Capital Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Aveo Capital Partners’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 		– Sell
-7,606
Closed -$201K – 132
2025
Q1 		$201K Sell
7,606
-19,184
-72% -$511K 0.03% 176
2024
Q4 		$702K Sell
26,790
-7,302
-21% -$200K 0.08% 161
2024
Q3 		$991K Sell
34,092
-8,219
-19% -$234K 0.11% 138
2024
Q2 		$1.15M Buy
42,311
+20,129
+91% +$543K 0.13% 118
2024
Q1 		$591K Buy
22,182
+680
+3% +$19K 0.06% 195
2023
Q4 		$624K Buy
21,502
+439
+2% +$11.7K 0.08% 179
2023
Q3 		$551K Sell
21,063
-1,935
-8% -$54.5K 0.07% 187
2023
Q2 		$688K Sell
22,998
-4,212
-15% -$127K 0.09% 160
2023
Q1 		$840K Sell
27,210
-5,409
-17% -$164K 0.11% 132
2022
Q4 		$947K Sell
32,619
-3,698
-10% -$108K 0.14% 116
2022
Q3 		$1.08M Sell
36,317
-5,197
-13% -$169K 0.19% 100
2022
Q2 		$1.37M Buy
41,514
+10,461
+34% +$354K 0.23% 94
2022
Q1 		$1.17M Buy
31,053
+11,859
+62% +$467K 0.21% 96
2021
Q4 		$809K Buy
19,194
+5,626
+41% +$236K 0.15% 128
2021
Q3 		$560K Buy
13,568
+1,089
+9% +$46.2K 0.12% 151
2021
Q2 		$515K Buy
+12,479
New +$499K 0.11% 157
2020
Q1 		– Sell
-34,460
Closed -$1.34M – 193
2019
Q4 		$1.34M Sell
34,460
-75,160
-69% -$3M 0.53% 54
2019
Q3 		$4.37M Buy
109,620
+2,120
+2% +$84.6K 1.8% 11
2019
Q2 		$4.08M Buy
107,500
+25,937
+32% +$948K 1.77% 10
2019
Q1 		$2.97M Buy
81,563
+3,935
+5% +$138K 1.37% 15
2018
Q4 		$2.72M Buy
+77,628
New +$2.59M 1.36% 13

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 $377B 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 $11.5B AUM 18.82% 1-Year Est. Return

Aveo Capital Partners's SPTL Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 7,606 shares — an estimated $201K sold.

Aveo Capital Partners first reported a position in SPTL in Q4 2018 and held it in 21 quarters. The position peaked at $4.37M in Q3 2019. 438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 7,606 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $201K.
  • Aveo Capital Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and held it in 21 quarters.
  • Aveo Capital Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.37M in Q3 2019.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.