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PFG Private Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

PFG Private Wealth 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
Q4 		– Sell
-166,195
Closed -$4.48M – 136
2025
Q3 		$4.48M Buy
+166,195
New +$4.39M 2% 15

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFG Private Wealth Management's SPTL Position: Q4 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 166,195 shares — an estimated $4.48M sold.

PFG Private Wealth Management first reported a position in SPTL in Q3 2025 and held it in 1 quarter. The position peaked at $4.48M in Q3 2025. 478 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • PFG Private Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 166,195 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $4.48M.
  • PFG Private Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.48M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.