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GSWM
Golden State Wealth Management’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Golden State 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
–
Sell
-57
Closed
-$1.51K
–
1719
2025
Q4
$1.51K
Hold
57
–
–
﹤0.01%
1441
2025
Q3
$1.54K
Sell
57
-39
-41%
-$1.03K
﹤0.01%
1432
2025
Q2
$2.57K
Hold
96
–
–
﹤0.01%
1325
2025
Q1
$2.63K
Buy
96
+57
+146%
+$1.52K
﹤0.01%
1280
2024
Q4
$1.02K
Buy
+39
New
+$1.07K
﹤0.01%
1354
2020
Q4
–
Sell
-1,047
Closed
-$49K
–
400
2020
Q3
$49K
Buy
+1,047
New
+$49.7K
0.02%
331
2020
Q2
–
Sell
-1,046
Closed
-$49K
–
803
2020
Q1
$49K
Buy
+1,046
New
+$44.7K
0.02%
366
2019
Q4
–
Sell
-817
Closed
-$34K
–
806
2019
Q3
$34K
Buy
817
+336
+70%
+$13.4K
0.01%
514
2019
Q2
$18K
Hold
481
–
–
0.01%
634
2019
Q1
$18K
Buy
+481
New
+$16.9K
0.01%
653
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1-Year Est. Return
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MERSOM
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1-Year Est. Return
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
MG
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$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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