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LGT Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

LGT Financial 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
Q4 		– Sell
-565
Closed -$15.2K – 359
2025
Q3 		$15.2K Hold
565
– – 0.03% 205
2025
Q2 		$15K Hold
565
– – 0.04% 179
2025
Q1 		$15.4K Hold
565
– – 0.05% 164
2024
Q4 		$14.8K Sell
565
-1,095
-66% -$30K 0.03% 373
2024
Q3 		$48.3K Sell
1,660
-657
-28% -$18.7K 0.12% 119
2024
Q2 		$63.1K Buy
2,317
+6
+0.3% +$162 0.13% 132
2024
Q1 		$64.5K Sell
2,311
-601
-21% -$16.8K 0.08% 204
2023
Q4 		$84.5K Sell
2,912
-72
-2% -$1.92K 0.1% 177
2023
Q3 		$78K Sell
2,984
-1,027
-26% -$28.9K 0.1% 183
2023
Q2 		$120K Buy
+4,011
New +$121K 0.13% 132
2023
Q1 		– Sell
-5,616
Closed -$163K – 181
2022
Q4 		$163K Buy
+5,616
New +$164K 0.19% 106

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LGT Financial Advisors's SPTL Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 565 shares — an estimated $15.2K sold.

LGT Financial Advisors first reported a position in SPTL in Q4 2022 and held it in 11 quarters. The position peaked at $163K in Q4 2022. 478 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • LGT Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 565 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $15.2K.
  • LGT Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $163K in Q4 2022.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.