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O'Brien Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

O'Brien Wealth Partners’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 		$24.6M Sell
928,154
-15,665
-2% -$423K 3.25% 11
2025
Q3 		$25.4M Buy
943,819
+25,873
+3% +$683K 3.45% 11
2025
Q2 		$24.4M Sell
917,946
-9,789
-1% -$257K 3.83% 10
2025
Q1 		$25.3M Buy
927,735
+10,604
+1% +$283K 4.71% 8
2024
Q4 		$24M Buy
917,131
+128,801
+16% +$3.53M 4.33% 8
2024
Q3 		$22.9M Buy
788,330
+22,886
+3% +$653K 4.49% 8
2024
Q2 		$20.8M Buy
765,444
+48,238
+7% +$1.3M 4.68% 7
2024
Q1 		$20M Buy
717,206
+85,279
+13% +$2.38M 4.63% 6
2023
Q4 		$18.3M Sell
631,927
-261,331
-29% -$6.96M 4.79% 6
2023
Q3 		$23.4M Buy
893,258
+363,763
+69% +$10.2M 6.7% 6
2023
Q2 		$15.8M Buy
529,495
+24,985
+5% +$755K 4.66% 6
2023
Q1 		$15.6M Buy
504,510
+34,674
+7% +$1.05M 4.91% 6
2022
Q4 		$13.6M Buy
469,836
+21,306
+5% +$624K 5.42% 5
2022
Q3 		$13.3M Buy
448,530
+26,029
+6% +$845K 5.59% 4
2022
Q2 		$14M Buy
422,501
+11,132
+3% +$377K 5.84% 4
2022
Q1 		$13.6M Buy
411,369
+9,271
+2% +$365K 5.39% 4
2021
Q4 		$15.9M Buy
402,098
+19,086
+5% +$801K 5.5% 4
2021
Q3 		$15.7M Buy
383,012
+42,978
+13% +$1.82M 5.5% 5
2021
Q2 		$14.3M Buy
340,034
+266,572
+363% +$10.7M 4.71% 7
2021
Q1 		$2.91M Buy
+73,462
New +$3.05M 0.96% 10

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $110B AUM 26.29% 1-Year Est. Return

O'Brien Wealth Partners's SPTL Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.7% in Q4 2025, selling an estimated $423K and leaving 928,154 shares worth $24.6M. The position accounts for 3.25% of the portfolio, ranked #11.

O'Brien Wealth Partners first reported a position in SPTL in Q1 2021 and has held it in 20 quarters since. The position peaked at $25.4M in Q3 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • O'Brien Wealth Partners held 928,154 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $24.6M as of Q4 2025.
  • O'Brien Wealth Partners sold 15,665 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $423K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 3.25% of O'Brien Wealth Partners's portfolio in Q4 2025, its #11 holding.
  • O'Brien Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and has held it in 20 quarters since.
  • O'Brien Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $25.4M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.