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Castleview Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Castleview Partners’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
-2,990
Closed -$78.3K – 509
2024
Q4 		$78.3K Buy
2,990
+993
+50% +$27.2K 0.04% 284
2024
Q3 		$58.1K Sell
1,997
-4,248
-68% -$121K 0.03% 310
2024
Q2 		$170K Buy
6,245
+5,296
+558% +$143K 0.1% 186
2024
Q1 		$26.5K Buy
949
+475
+100% +$13.3K 0.01% 430
2023
Q4 		$13.7K Sell
474
-2,139
-82% -$57K 0.01% 485
2023
Q3 		$68.3K Sell
2,613
-13,258
-84% -$373K 0.06% 218
2023
Q2 		$475K Sell
15,871
-453
-3% -$13.7K 0.43% 47
2023
Q1 		$504K Buy
16,324
+259
+2% +$7.87K 0.45% 50
2022
Q4 		$466K Sell
16,065
-988
-6% -$28.9K 0.45% 49
2022
Q3 		$505K Buy
17,053
+15,368
+912% +$499K 0.48% 47
2022
Q2 		$49.7K Sell
1,685
-5,348
-76% -$181K 0.04% 301
2022
Q1 		$265K Buy
+7,033
New +$277K 0.16% 127
2021
Q2 		$127K Buy
+3,066
New +$123K 0.06% 259

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

Castleview Partners's SPTL Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 2,990 shares — an estimated $78.3K sold.

Castleview Partners first reported a position in SPTL in Q2 2021 and held it in 13 quarters. The position peaked at $505K in Q3 2022. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 2,990 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $78.3K.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $505K in Q3 2022.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.