Iron Horse Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Iron Horse 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
2025 Q2	$1.54K	Buy	58 +26	+81%	+$682	﹤0.01%	492
2025 Q1	$872	Hold	32	–	–	﹤0.01%	523
2024 Q4	$838	Hold	32	–	–	﹤0.01%	443
2024 Q3	$930	Hold	32	–	–	﹤0.01%	445
2024 Q2	$871	Hold	32	–	–	﹤0.01%	426
2024 Q1	$894	Hold	32	–	–	﹤0.01%	412
2023 Q4	$929	Hold	32	–	–	﹤0.01%	433
2023 Q3	$837	Buy	+32	New	+$900	﹤0.01%	444
2021 Q2	–	Sell	-60	Closed	-$2K	–	211
2021 Q1	$2K	Buy	60 +1	+2%	+$42	﹤0.01%	151
2020 Q4	$3K	Buy	+59	New	+$2.68K	﹤0.01%	142

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Iron Horse Wealth Management's SPTL Position: Q2 2025 in Review

Iron Horse Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 81% in Q2 2025, buying an estimated $682 and bringing the position to 58 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Iron Horse Wealth Management first reported a position in SPTL in Q4 2020 and has held it in 10 quarters since. The position peaked at $3K in Q4 2020. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Iron Horse Wealth Management held 58 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.54K as of Q2 2025.
Iron Horse Wealth Management bought 26 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $682.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #492 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 10 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3K in Q4 2020.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.