BCWM
SPTL icon

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

Bartlett & Co 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
-4
Closed -$106 – 1275
2025
Q2 		$106 Buy
+4
New +$105 ﹤0.01% 1227
2024
Q3 		– Sell
-473
Closed -$12.9K – 1156
2024
Q2 		$12.9K Buy
+473
New +$12.8K ﹤0.01% 889

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

Bartlett & Co Wealth Management's SPTL Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 4 shares — an estimated $106 sold.

Bartlett & Co Wealth Management first reported a position in SPTL in Q2 2024 and held it in 2 quarters. The position peaked at $12.9K in Q2 2024. 420 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 4 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $106.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12.9K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.