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

Cornerstone 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
2026
Q1 		$1.38M Sell
52,457
-2,106
-4% -$56.1K 0.07% 248
2025
Q4 		$1.44M Sell
54,563
-2,078
-4% -$56.1K 0.08% 222
2025
Q3 		$1.53M Sell
56,641
-1,613
-3% -$42.6K 0.08% 203
2025
Q2 		$1.55M Buy
58,254
+6,132
+12% +$161K 0.09% 185
2025
Q1 		$1.42M Buy
52,122
+13,395
+35% +$357K 0.1% 181
2024
Q4 		$1.01M Buy
38,727
+2,136
+6% +$58.5K 0.07% 227
2024
Q3 		$1.06M Buy
36,591
+3,189
+10% +$91K 0.07% 212
2024
Q2 		$909K Buy
33,402
+16,297
+95% +$440K 0.07% 217
2024
Q1 		$478K Buy
+17,105
New +$477K 0.04% 337

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return