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Northwest Capital Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Northwest Capital Management’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
-477
Closed -$12.7K – 326
2025
Q2 		$12.7K Buy
477
+75
+19% +$1.97K 0.01% 255
2025
Q1 		$11K Buy
402
+94
+31% +$2.5K ﹤0.01% 308
2024
Q4 		$8.07K Buy
308
+38
+14% +$1.04K ﹤0.01% 326
2024
Q3 		$7.85K Buy
+270
New +$7.7K ﹤0.01% 340

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwest Capital Management's SPTL Position: Q3 2025 in Review

Northwest Capital Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 477 shares — an estimated $12.7K sold.

Northwest Capital Management first reported a position in SPTL in Q3 2024 and held it in 4 quarters. The position peaked at $12.7K in Q2 2025. 419 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

  • Northwest Capital Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 477 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $12.7K.
  • Northwest Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 4 quarters.
  • Northwest Capital Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12.7K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.