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FGAM
Financial Gravity Asset Management’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Financial Gravity Asset 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
$105
Sell
4
-1
-20%
-$27
﹤0.01%
867
2025
Q4
$132
Hold
5
–
–
﹤0.01%
678
2025
Q3
$135
Buy
+5
New
+$132
﹤0.01%
888
2025
Q1
$136
Buy
+5
New
+$133
﹤0.01%
979
2024
Q2
$3.43K
Buy
+126
New
+$3.4K
﹤0.01%
669
2022
Q1
–
Sell
-6,797
Closed
-$275
–
1006
2021
Q4
$275
Buy
6,797
+1,546
+29%
+$64.9K
0.01%
590
2021
Q3
$216K
Hold
5,251
–
–
0.1%
163
2021
Q2
$217K
Buy
5,251
+644
+14%
+$25.8K
0.08%
173
2021
Q1
$180
Hold
4,607
–
–
﹤0.01%
467
2020
Q4
$209K
Buy
+4,607
New
+$209K
0.19%
65
2020
Q2
–
Sell
-4,618
Closed
-$218
–
786
2020
Q1
$218
Buy
4,618
+82
+2%
+$3.51K
﹤0.01%
707
2019
Q4
$176K
Sell
4,536
-329
-7%
-$13.1K
0.12%
141
2019
Q3
$200K
Buy
4,865
+120
+3%
+$4.79K
0.17%
116
2019
Q2
$181K
Hold
4,745
–
–
0.15%
157
2019
Q1
$170K
Buy
+4,745
New
+$166K
0.14%
152
2018
Q3
$156K
Buy
+4,745
New
+$164K
0.16%
155
Other funds holding SPTL
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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