AWM
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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 – 2106
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 – 3535
2024
Q1 		$167 Buy
+6
New +$167 ﹤0.01% 2957
2022
Q4 		– Sell
-2
Closed – – 1331
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1291
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1225
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1240
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1223
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1176
2021
Q2 		$0 Sell
2
-132
-99% -$5.28K ﹤0.01% 1131
2021
Q1 		$5K Buy
+134
New +$5.57K ﹤0.01% 835

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return