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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 – 550
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return