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Howe & Rusling’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Howe & Rusling’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 		– Sell
-1,395
Closed -$36.9K – 508
2025
Q4 		$36.9K Buy
+1,395
New +$37.6K ﹤0.01% 381
2025
Q1 		– Sell
-425
Closed -$11.1K – 470
2024
Q4 		$11.1K Buy
+425
New +$11.6K ﹤0.01% 371
2024
Q2 		– Sell
-195
Closed -$5.45K – 391
2024
Q1 		$5.45K Buy
+195
New +$5.44K ﹤0.01% 354
2022
Q2 		– Sell
-133
Closed -$5K – 1156
2022
Q1 		$5K Hold
133
– – ﹤0.01% 667
2021
Q4 		$6K Buy
133
+12
+10% +$504 ﹤0.01% 634
2021
Q3 		$5K Buy
+121
New +$5.14K ﹤0.01% 666

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