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FPWM
FSB Premier Wealth Management’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
FSB Premier Wealth 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
$1.19M
Buy
45,231
+2,569
+6%
+$68.4K
0.37%
69
2025
Q4
$1.13M
Buy
42,662
+548
+1%
+$14.8K
0.36%
72
2025
Q3
$1.13M
Buy
42,114
+1,180
+3%
+$31.2K
0.37%
73
2025
Q2
$1.09M
Sell
40,934
-204
-0.5%
-$5.35K
0.39%
74
2025
Q1
$1.12M
Buy
41,138
+2,697
+7%
+$71.9K
0.44%
64
2024
Q4
$1.01M
Buy
38,441
+96
+0.3%
+$2.63K
0.4%
65
2024
Q3
$1.11M
Buy
38,345
+604
+2%
+$17.2K
0.46%
58
2024
Q2
$1.03M
Buy
37,741
+851
+2%
+$23K
0.46%
51
2024
Q1
$1.03M
Buy
36,890
+9,500
+35%
+$265K
0.48%
48
2023
Q4
$795K
Buy
27,390
+1,586
+6%
+$42.2K
0.4%
58
2023
Q3
$675K
Buy
25,804
+2,566
+11%
+$72.2K
0.38%
61
2023
Q2
$695K
Buy
23,238
+151
+0.7%
+$4.56K
0.38%
57
2023
Q1
$713K
Buy
23,087
+928
+4%
+$28.2K
0.4%
53
2022
Q4
$643K
Sell
22,159
-508
-2%
-$14.9K
0.35%
59
2022
Q3
$671K
Buy
22,667
+641
+3%
+$20.8K
0.39%
52
2022
Q2
$728K
Sell
22,026
-811
-4%
-$27.5K
0.4%
55
2022
Q1
$793K
Buy
22,837
+7,263
+47%
+$286K
0.4%
54
2021
Q4
$656K
Buy
15,574
+453
+3%
+$19K
0.27%
63
2021
Q3
$624K
Buy
15,121
+2,440
+19%
+$104K
0.31%
59
2021
Q2
$523K
Buy
12,681
+648
+5%
+$25.9K
0.27%
65
2021
Q1
$469K
Sell
12,033
-2,800
-19%
-$116K
0.25%
70
2020
Q4
$669K
Buy
+14,833
New
+$674K
0.36%
59
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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