Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-270	Closed	-$7.07K	–	548
2024 Q4	$7.07K	Buy	270 +3	+1%	+$82	﹤0.01%	452
2024 Q3	$7.75K	Sell	267 -129	-33%	-$3.68K	﹤0.01%	392
2024 Q2	$10.8K	Buy	396 +134	+51%	+$3.62K	﹤0.01%	365
2024 Q1	$7.31K	Sell	262 -306	-54%	-$8.54K	﹤0.01%	394
2023 Q4	$16.5K	Buy	+568	New	+$15.1K	﹤0.01%	362

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SPTL Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 270 shares — an estimated $7.07K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPTL in Q4 2023 and held it in 5 quarters. The position peaked at $16.5K in Q4 2023. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 270 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $7.07K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.5K in Q4 2023.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.