Corient Private Wealth
SPTL icon

Corient Private Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Corient Private Wealth’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
Q3 		– Sell
-7,764
Closed -$206K – 2674
2025
Q2 		$206K Sell
7,764
-96
-1% -$2.52K ﹤0.01% 2222
2025
Q1 		$214K Buy
+7,860
New +$209K ﹤0.01% 2036
2024
Q4 		– Sell
-8,342
Closed -$243K – 2521
2024
Q3 		$243K Buy
+8,342
New +$238K ﹤0.01% 2124

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Corient Private Wealth's SPTL Position: Q3 2025 in Review

Corient Private Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 7,764 shares — an estimated $206K sold.

Corient Private Wealth first reported a position in SPTL in Q3 2024 and held it in 3 quarters. The position peaked at $243K in Q3 2024. 420 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

  • Corient Private Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 7,764 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $206K.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 3 quarters.
  • Corient Private Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $243K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.