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Landmark Wealth Management (Illinois)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Landmark Wealth Management (Illinois)’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 		$1.98M Sell
75,311
-61,908
-45% -$1.65M 0.75% 20
2025
Q4 		$3.63M Buy
+137,219
New +$3.7M 1.37% 13
2025
Q3 		– Sell
-36,104
Closed -$960K – 45
2025
Q2 		$960K Buy
36,104
+6,036
+20% +$158K 0.41% 31
2025
Q1 		$820K Buy
+30,068
New +$801K 0.39% 40
2024
Q4 		– Sell
-26,370
Closed -$767K – 47
2024
Q3 		$767K Sell
26,370
-50,717
-66% -$1.45M 0.38% 37
2024
Q2 		$2.1M Buy
+77,087
New +$2.08M 1.16% 23

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