Centennial Wealth Advisory’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Centennial Wealth Advisory’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	-87,328	Closed	-$2.38M	–	170
2025 Q1	$2.38M	Buy	87,328 +22,174	+34%	+$591K	0.86%	20
2024 Q4	$1.71M	Sell	65,154 -14,388	-18%	-$394K	0.67%	22
2024 Q3	$2.31M	Buy	+79,542	New	+$2.27M	0.9%	18
2022 Q2	–	Sell	-14,196	Closed	-$537K	–	135
2022 Q1	$537K	Sell	14,196 -5,179	-27%	-$204K	0.29%	51
2021 Q4	$817K	Sell	19,375 -969	-5%	-$40.7K	0.46%	41
2021 Q3	$840K	Buy	20,344 +7,109	+54%	+$302K	0.5%	37
2021 Q2	$547K	Buy	13,235 +7,530	+132%	+$301K	0.34%	46
2021 Q1	$222K	Buy	+5,705	New	+$237K	0.15%	72

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Centennial Wealth Advisory's SPTL Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 87,328 shares — an estimated $2.38M sold.

Centennial Wealth Advisory first reported a position in SPTL in Q1 2021 and held it in 8 quarters. The position peaked at $2.38M in Q1 2025. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Centennial Wealth Advisory reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Centennial Wealth Advisory sold 87,328 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $2.38M.
Centennial Wealth Advisory first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and held it in 8 quarters.
Centennial Wealth Advisory's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.38M in Q1 2025.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.