Plante Moran Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-9	Closed	-$245	–	850
2025 Q1	$245	Sell	9 -920	-99%	-$24.5K	﹤0.01%	769
2024 Q4	$24.3K	Buy	929 +892	+2,411%	+$24.4K	﹤0.01%	458
2024 Q3	$1.08K	Buy	+37	New	+$1.06K	﹤0.01%	777
2023 Q4	–	Sell	-5	Closed	-$131	–	876
2023 Q3	$131	Buy	+5	New	+$141	﹤0.01%	738
2020 Q1	–	Sell	-648	Closed	-$25K	–	830
2019 Q4	$25K	Buy	+648	New	+$25.9K	0.01%	430

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Plante Moran Financial Advisors's SPTL Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 9 shares — an estimated $245 sold.

Plante Moran Financial Advisors first reported a position in SPTL in Q4 2019 and held it in 5 quarters. The position peaked at $25K in Q4 2019. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Plante Moran Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 9 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $245.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 5 quarters.
Plante Moran Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $25K in Q4 2019.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.