HHM Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

HHM Wealth Advisors’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 Q4	–	Sell	-237	Closed	-$6.39K	–	884
2025 Q3	$6.39K	Buy	+237	New	+$6.26K	﹤0.01%	695
2023 Q3	–	Sell	-15	Closed	-$449	–	827
2023 Q2	$449	Buy	+15	New	+$453	﹤0.01%	775

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HHM Wealth Advisors's SPTL Position: Q4 2025 in Review

HHM Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 237 shares — an estimated $6.39K sold.

HHM Wealth Advisors first reported a position in SPTL in Q2 2023 and held it in 2 quarters. The position peaked at $6.39K in Q3 2025. 478 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

HHM Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 237 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $6.39K.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and held it in 2 quarters.
HHM Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.39K in Q3 2025.
478 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.