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Park Square Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Park Square Financial Group’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
-227
Closed -$6.03K – 850
2025
Q2 		$6.03K Buy
227
+84
+59% +$2.21K ﹤0.01% 706
2025
Q1 		$3.9K Hold
143
– – ﹤0.01% 774
2024
Q4 		$3.75K Buy
+143
New +$3.92K ﹤0.01% 753

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Park Square Financial Group's SPTL Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 227 shares — an estimated $6.03K sold.

Park Square Financial Group first reported a position in SPTL in Q4 2024 and held it in 3 quarters. The position peaked at $6.03K in Q2 2025. 420 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

  • Park Square Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 227 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $6.03K.
  • Park Square Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.03K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.