Glass Jacobson Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Glass Jacobson Investment 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	-5	Closed	-$131	–	819
2025 Q1	$131	Hold	5	–	–	﹤0.01%	830
2024 Q4	$131	Hold	5	–	–	﹤0.01%	830
2024 Q3	$146	Buy	+5	New	+$143	﹤0.01%	749
2024 Q1	–	Sell	-85	Closed	-$2.47K	–	780
2023 Q4	$2.47K	Hold	85	–	–	﹤0.01%	639
2023 Q3	$2.22K	Sell	85 -85	-50%	-$2.39K	﹤0.01%	627
2023 Q2	$5.08K	Buy	+170	New	+$5.13K	﹤0.01%	579

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

Glass Jacobson Investment Advisors's SPTL Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 5 shares — an estimated $131 sold.

Glass Jacobson Investment Advisors first reported a position in SPTL in Q2 2023 and held it in 6 quarters. The position peaked at $5.08K in Q2 2023. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 5 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $131.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Glass Jacobson Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.08K in Q2 2023.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.