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B. Riley Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

B. Riley Wealth Advisors’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
2026
Q1 		$1.03M Buy
39,141
+1,407
+4% +$37.5K 0.07% 284
2025
Q4 		$999K Buy
37,734
+1,684
+5% +$45.4K 0.05% 345
2025
Q3 		$972K Buy
36,050
+9,341
+35% +$247K 0.05% 348
2025
Q2 		$710K Buy
+26,709
New +$701K 0.03% 425
2024
Q4 		$2M Sell
76,181
-1,725
-2% -$47.2K 0.07% 282
2024
Q3 		$2.25M Buy
77,906
+9,200
+13% +$262K 0.06% 294
2024
Q2 		$1.87M Buy
+68,706
New +$1.85M 0.05% 360
2024
Q1 		– Sell
-20,409
Closed -$592K – 1508
2023
Q4 		$592K Buy
+20,409
New +$544K 0.02% 731
2019
Q3 		– Sell
-26,133
Closed -$998K – 851
2019
Q2 		$998K Buy
+26,133
New +$955K 0.11% 203

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return