Financial Advocates Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Financial Advocates Investment 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
2025 Q1	–	Sell	-11,490	Closed	-$301K	–	789
2024 Q4	$301K	Buy	11,490 +320	+3%	+$8.77K	0.02%	596
2024 Q3	$325K	Sell	11,170 -395	-3%	-$11.3K	0.02%	582
2024 Q2	$315K	Buy	11,565 +179	+2%	+$4.83K	0.02%	567
2024 Q1	$318K	Sell	11,386 -259	-2%	-$7.22K	0.02%	570
2023 Q4	$338K	Buy	11,645 +617	+6%	+$16.4K	0.02%	513
2023 Q3	$288K	Sell	11,028 -246	-2%	-$6.92K	0.02%	533
2023 Q2	$337K	Sell	11,274 -34,480	-75%	-$1.04M	0.02%	491
2023 Q1	$1.41M	Buy	45,754 +37,979	+488%	+$1.15M	0.1%	226
2022 Q4	$226K	Buy	+7,775	New	+$228K	0.02%	642
2021 Q1	–	Sell	-120,085	Closed	-$3.2M	–	796
2020 Q4	$3.2M	Buy	+120,085	New	+$5.46M	0.22%	100

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 $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's SPTL Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 11,490 shares — an estimated $301K sold.

Financial Advocates Investment Management first reported a position in SPTL in Q4 2020 and held it in 10 quarters. The position peaked at $3.2M in Q4 2020. 469 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 11,490 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $301K.
Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 10 quarters.
Financial Advocates Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.2M in Q4 2020.
469 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.