FFA
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Founders Financial Alliance’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Founders Financial Alliance’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 		$8.44K Buy
+321
New +$8.55K ﹤0.01% 648
2025
Q1 		– Sell
-125
Closed -$3.27K – 650
2024
Q4 		$3.27K Hold
125
– – ﹤0.01% 534
2024
Q3 		$3.63K Hold
125
– – ﹤0.01% 540
2024
Q2 		$3.4K Sell
125
-647
-84% -$17.5K ﹤0.01% 522
2024
Q1 		$21.6K Buy
+772
New +$21.5K 0.01% 441
2023
Q3 		– Sell
-469
Closed -$14K – 513
2023
Q2 		$14K Buy
+469
New +$14.2K 0.01% 432
2021
Q2 		– Sell
-224
Closed -$9K – 492
2021
Q1 		$9K Buy
224
+167
+293% +$6.94K ﹤0.01% 413
2020
Q4 		$3K Buy
+57
New +$2.59K ﹤0.01% 401

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