Private Wealth Advisors (California)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Private Wealth Advisors (California)’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
2026 Q1	–	Sell	-21,426	Closed	-$567K	–	105
2025 Q4	$567K	Buy	21,426 +1,177	+6%	+$31.8K	0.18%	72
2025 Q3	$546K	Hold	20,249	–	–	0.18%	69
2025 Q2	$538K	Hold	20,249	–	–	0.2%	64
2025 Q1	$552K	Sell	20,249 -73	-0.4%	-$1.95K	0.2%	63
2024 Q4	$532K	Buy	+20,322	New	+$557K	0.21%	61
2024 Q3	–	Sell	-146,238	Closed	-$3.9M	–	84
2024 Q2	$3.9M	Buy	146,238 +24,037	+20%	+$649K	1.5%	24
2024 Q1	$3.41M	Buy	122,201 +11,261	+10%	+$314K	1.39%	27
2023 Q4	$3.22M	Buy	+110,940	New	+$2.95M	1.26%	27

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Advisors (California)'s SPTL Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 21,426 shares — an estimated $567K sold.

Private Wealth Advisors (California) first reported a position in SPTL in Q4 2023 and held it in 8 quarters. The position peaked at $3.9M in Q2 2024. 484 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Private Wealth Advisors (California) reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 21,426 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $567K.
Private Wealth Advisors (California) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Private Wealth Advisors (California)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.9M in Q2 2024.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.