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

Maia Wealth’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 		$351K Buy
13,340
+78
+0.6% +$2.08K 0.06% 267
2025
Q4 		$358K Sell
13,262
-1,311
-9% -$35.4K 0.06% 259
2025
Q3 		$393K Sell
14,573
-1,756
-11% -$46.4K 0.07% 238
2025
Q2 		$434K Sell
16,329
-4,780
-23% -$125K 0.08% 210
2025
Q1 		$555K Buy
21,109
+2,299
+12% +$61.3K 0.13% 163
2024
Q4 		$497K Sell
18,810
-56
-0.3% -$1.53K 0.11% 164
2024
Q3 		$520K Buy
18,866
+1,910
+11% +$54.5K 0.13% 145
2024
Q2 		$467K Buy
+16,956
New +$458K 0.14% 127
2023
Q4 		$411K Buy
+14,177
New +$378K 0.17% 122

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