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

Kingswood 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 Q1	–	Sell	-7,820	Closed	-$205K	–	814
2024 Q4	$205K	Sell	7,820 -1,785	-19%	-$48.9K	0.02%	726
2024 Q3	$279K	Sell	9,605 -5,313	-36%	-$152K	0.02%	593
2024 Q2	$406K	Buy	+14,918	New	+$403K	0.04%	437

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kingswood Wealth Advisors's SPTL Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 7,820 shares — an estimated $205K sold.

Kingswood Wealth Advisors first reported a position in SPTL in Q2 2024 and held it in 3 quarters. The position peaked at $406K in Q2 2024. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Kingswood Wealth Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 7,820 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $205K.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and held it in 3 quarters.
Kingswood Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $406K in Q2 2024.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.