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

Avior 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
Q1 		– Sell
-624
Closed -$16.3K – 2104
2024
Q4 		$16.3K Buy
624
+237
+61% +$6.49K ﹤0.01% 1462
2024
Q3 		$11.3K Buy
+387
New +$11K ﹤0.01% 1519
2024
Q2 		– Sell
-6
Closed -$167 – 3532
2024
Q1 		$167 Buy
+6
New +$167 ﹤0.01% 2957
2022
Q4 		– Sell
-2
Closed – – 1328
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1281
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1216
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1227
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1215
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1173
2021
Q2 		$0 Sell
2
-132
-99% -$5.28K ﹤0.01% 1128
2021
Q1 		$5K Buy
+134
New +$5.57K ﹤0.01% 835

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avior Wealth Management's SPTL Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 624 shares — an estimated $16.3K sold.

Avior Wealth Management first reported a position in SPTL in Q1 2021 and held it in 10 quarters. The position peaked at $16.3K in Q4 2024. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 624 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $16.3K.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and held it in 10 quarters.
  • Avior Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.3K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.