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Beacon Pointe Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Beacon Pointe 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
2025
Q1 		– Sell
-14,009
Closed -$367K – 1263
2024
Q4 		$367K Sell
14,009
-3,789
-21% -$104K ﹤0.01% 936
2024
Q3 		$517K Buy
17,798
+1,036
+6% +$29.6K 0.01% 837
2024
Q2 		$456K Buy
+16,762
New +$452K 0.01% 903

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

Beacon Pointe Advisors's SPTL Position: Q1 2025 in Review

Beacon Pointe Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 14,009 shares — an estimated $367K sold.

Beacon Pointe Advisors first reported a position in SPTL in Q2 2024 and held it in 3 quarters. The position peaked at $517K in Q3 2024. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

  • Beacon Pointe Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 14,009 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $367K.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Beacon Pointe Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $517K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Beacon Pointe Advisors's 13F filing for Q1 2025, filed 13 May 2025.