Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-96	Closed	-$2.62K	–	1165
2025 Q1	$2.62K	Buy	+96	New	+$2.56K	﹤0.01%	883
2023 Q1	–	Sell	-59	Closed	-$1.71K	–	1008
2022 Q4	$1.71K	Sell	59 -23	-28%	-$673	﹤0.01%	820
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	760
2022 Q2	$3K	Hold	82	–	–	﹤0.01%	742
2022 Q1	$3K	Buy	+82	New	+$3.23K	﹤0.01%	743

Other funds holding SPTL

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return