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

DHJJ Financial 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 		$16.6K Buy
+633
New +$16.9K 0.01% 552
2025
Q2 		– Sell
-143
Closed -$3.9K – 988
2025
Q1 		$3.9K Hold
143
– – ﹤0.01% 588
2024
Q4 		$3.75K Hold
143
– – ﹤0.01% 572
2024
Q3 		$4.16K Hold
143
– – ﹤0.01% 554
2024
Q2 		$3.89K Hold
143
– – ﹤0.01% 518
2024
Q1 		$4K Hold
143
– – ﹤0.01% 513
2023
Q4 		$4.15K Hold
143
– – ﹤0.01% 505
2023
Q3 		$3.74K Buy
+143
New +$4.02K ﹤0.01% 511

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