Morton Brown Family Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Morton Brown Family 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
2025 Q3	–	Sell	-582	Closed	-$15.5K	–	317
2025 Q2	$15.5K	Hold	582	–	–	﹤0.01%	164
2025 Q1	$15.9K	Buy	+582	New	+$15.5K	0.01%	163
2024 Q3	–	Sell	-98	Closed	-$2.72K	–	277
2024 Q2	$2.72K	Buy	+98	New	+$2.65K	﹤0.01%	187
2023 Q2	–	Sell	-336	Closed	-$10.4K	–	280
2023 Q1	$10.4K	Buy	+336	New	+$10.2K	0.01%	128

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Morton Brown Family Wealth's SPTL Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 582 shares — an estimated $15.5K sold.

Morton Brown Family Wealth first reported a position in SPTL in Q1 2023 and held it in 4 quarters. The position peaked at $15.9K in Q1 2025. 420 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

Morton Brown Family Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 582 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $15.5K.
Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 4 quarters.
Morton Brown Family Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15.9K in Q1 2025.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.