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	–	859
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	–	905
2023 Q3	$131	Buy	+5	New	+$141	﹤0.01%	738
2023 Q2	–	Hold	0	–	–	–	893
2023 Q1	–	Hold	0	–	–	–	932
2020 Q1	–	Sell	-648	Closed	-$25K	–	844
2019 Q4	$25K	Buy	+648	New	+$25.9K	0.01%	430

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return