Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IWM
IHT Wealth Management’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
IHT Wealth Management’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
$3.25M
Buy
123,601
+101,806
+467%
+$2.71M
0.08%
258
2025
Q4
$577K
Buy
21,795
+409
+2%
+$11K
0.01%
719
2025
Q3
$576K
Sell
21,386
-649
-3%
-$17.1K
0.01%
692
2025
Q2
$586K
Sell
22,035
-31,204
-59%
-$819K
0.02%
649
2025
Q1
$1.45M
Sell
53,239
-11,861
-18%
-$316K
0.05%
362
2024
Q4
$1.7M
Sell
65,100
-245
-0.4%
-$6.71K
0.06%
309
2024
Q3
$1.9M
Sell
65,345
-1,568
-2%
-$44.7K
0.05%
334
2024
Q2
$1.82M
Sell
66,913
-3
-0%
-$81
0.07%
273
2024
Q1
$1.87M
Buy
66,916
+10,210
+18%
+$285K
0.07%
262
2023
Q4
$1.65M
Sell
56,706
-113,288
-67%
-$3.02M
0.07%
260
2023
Q3
$4.45M
Sell
169,994
-228,884
-57%
-$6.44M
0.23%
100
2023
Q2
$11.9M
Buy
398,878
+376,674
+1,696%
+$11.4M
0.62%
26
2023
Q1
$686K
Buy
22,204
+3,023
+16%
+$91.8K
0.04%
410
2022
Q4
$557K
Sell
19,181
-16,019
-46%
-$469K
0.04%
457
2022
Q3
$1.04M
Buy
35,200
+64
+0.2%
+$2.08K
0.08%
270
2022
Q2
$1.16M
Sell
35,136
-20,178
-36%
-$683K
0.1%
213
2022
Q1
$2.09M
Buy
55,314
+8,950
+19%
+$353K
0.16%
136
2021
Q4
$1.95M
Buy
46,364
+15,670
+51%
+$658K
0.14%
142
2021
Q3
$1.27M
Sell
30,694
-3,130
-9%
-$133K
0.1%
200
2021
Q2
$1.4M
Sell
33,824
-309
-0.9%
-$12.4K
0.09%
246
2021
Q1
$1.33M
Buy
+34,133
New
+$1.42M
0.1%
217
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
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close