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

Fortis Capital 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
2025 Q2	–	Sell	-7,411	Closed	-$202K	–	281
2025 Q1	$202K	Buy	+7,411	New	+$198K	0.04%	241
2023 Q2	–	Sell	-1,686	Closed	-$52.1K	–	543
2023 Q1	$52.1K	Sell	1,686 -5,018	-75%	-$152K	0.03%	280
2022 Q4	$195K	Buy	+6,704	New	+$196K	0.12%	127

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fortis Capital Advisors's SPTL Position: Q2 2025 in Review

Fortis Capital Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 7,411 shares — an estimated $202K sold.

Fortis Capital Advisors first reported a position in SPTL in Q4 2022 and held it in 3 quarters. The position peaked at $202K in Q1 2025. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Fortis Capital Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 7,411 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $202K.
Fortis Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 3 quarters.
Fortis Capital Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $202K in Q1 2025.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.