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Capital A Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Capital A 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
Q2 		$92.6K Sell
3,191
-13,518
-81% -$355K 1.04% 17
2025
Q1 		$456K Sell
16,709
-23,604
-59% -$629K 0.48% 25
2024
Q4 		$1.06M Buy
+40,313
New +$1.1M 1.75% 14

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
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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Capital A Wealth Management's SPTL Position: Q2 2025 in Review

Capital A Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 81% in Q2 2025, selling an estimated $355K and leaving 3,191 shares worth $92.6K. The position accounts for 1.04% of the portfolio, ranked #17.

Capital A Wealth Management first reported a position in SPTL in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2024. 438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Capital A Wealth Management held 3,191 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $92.6K as of Q2 2025.
  • Capital A Wealth Management sold 13,518 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $355K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.04% of Capital A Wealth Management's portfolio in Q2 2025, its #17 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.06M in Q4 2024.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.