HWA
SPTL icon

Heritage Wealth Architects’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Heritage Wealth Architects’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
-8,386
Closed -$229K – 53
2025
Q1 		$229K Buy
+8,386
New +$223K 0.22% 30

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Heritage Wealth Architects's SPTL Position: Q2 2025 in Review

Heritage Wealth Architects sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 8,386 shares — an estimated $229K sold.

Heritage Wealth Architects first reported a position in SPTL in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Heritage Wealth Architects reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Architects sold 8,386 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $229K.
  • Heritage Wealth Architects first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $229K in Q1 2025.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Heritage Wealth Architects's 13F filing for Q2 2025, filed 9 Jul 2025.