HBW
SPTL icon

Hazlett, Burt & Watson’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Hazlett, Burt & Watson’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 		$2K Hold
85
– – ﹤0.01% 863
2025
Q4 		$2K Sell
85
-497
-85% -$13.4K ﹤0.01% 870
2025
Q3 		$15K Buy
582
+2
+0.3% +$53 0.01% 614
2025
Q2 		$15K Sell
580
-19,758
-97% -$519K 0.01% 537
2025
Q1 		$551K Buy
20,338
+3,185
+19% +$84.9K 0.25% 93
2024
Q4 		$446K Buy
17,153
+2,938
+21% +$80.5K 0.2% 109
2024
Q3 		$416K Buy
14,215
+7,466
+111% +$213K 0.19% 122
2024
Q2 		$184K Buy
+6,749
New +$182K 0.09% 194

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return