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Crewe Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Crewe Advisors’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 		– Sell
-786
Closed -$20.8K – 1139
2025
Q4 		$20.8K Buy
786
+515
+190% +$13.9K ﹤0.01% 481
2025
Q3 		$7.3K Hold
271
– – ﹤0.01% 681
2025
Q2 		$7.2K Hold
271
– – ﹤0.01% 501
2025
Q1 		$7.39K Hold
271
– – ﹤0.01% 446
2024
Q4 		$7.1K Sell
271
-1,376
-84% -$37.7K ﹤0.01% 455
2024
Q3 		$47.9K Sell
1,647
-115
-7% -$3.28K 0.01% 299
2024
Q2 		$48K Hold
1,762
– – 0.01% 376
2024
Q1 		$49.2K Buy
+1,762
New +$49.2K 0.01% 364
2023
Q3 		– Sell
-74
Closed -$2.21K – 870
2023
Q2 		$2.21K Hold
74
– – ﹤0.01% 528
2023
Q1 		$2.29K Sell
74
-16
-18% -$486 ﹤0.01% 711
2022
Q4 		$2.61K Buy
90
+16
+22% +$468 ﹤0.01% 798
2022
Q3 		$2K Hold
74
– – ﹤0.01% 1082
2022
Q2 		$2K Hold
74
– – ﹤0.01% 1013
2022
Q1 		$3K Buy
+74
New +$2.92K ﹤0.01% 423

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