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LifePlan Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

LifePlan Investment 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
2026
Q1 		$560K Buy
21,310
+2,976
+16% +$79.3K 0.22% 83
2025
Q4 		$485K Buy
18,334
+2,759
+18% +$74.4K 0.2% 82
2025
Q3 		$420K Buy
15,575
+3,215
+26% +$84.9K 0.18% 82
2025
Q2 		$329K Sell
12,360
-12,214
-50% -$321K 0.16% 87
2025
Q1 		$670K Buy
24,574
+9,271
+61% +$247K 0.39% 60
2024
Q4 		$401K Buy
15,303
+4,150
+37% +$114K 0.25% 71
2024
Q3 		$324K Buy
11,153
+3,081
+38% +$87.9K 0.21% 72
2024
Q2 		$220K Buy
+8,072
New +$218K 0.16% 81

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