Prime Capital Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Prime Capital Investment 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	-101,088	Closed	-$2.76M	–	1104
2025 Q1	$2.76M	Buy	+101,088	New	+$2.69M	0.03%	312
2024 Q4	–	Sell	-7,732	Closed	-$225K	–	966
2024 Q3	$225K	Sell	7,732 -3,694	-32%	-$105K	﹤0.01%	825
2024 Q2	$311K	Sell	11,426 -69,257	-86%	-$1.87M	﹤0.01%	712
2024 Q1	$2.25M	Buy	+80,683	New	+$2.25M	0.03%	325
2023 Q3	–	Sell	-26,452	Closed	-$791K	–	801
2023 Q2	$791K	Buy	+26,452	New	+$799K	0.02%	398
2022 Q2	–	Sell	-9,374	Closed	-$395K	–	431
2022 Q1	$395K	Hold	9,374	–	–	0.02%	261
2021 Q4	$395K	Buy	+9,374	New	+$394K	0.02%	260

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