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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 0.2% 72
2025
Q3 		$546K Hold
20,249
– – 0.21% 69
2025
Q2 		$538K Hold
20,249
– – 0.21% 64
2025
Q1 		$552K Sell
20,249
-73
-0.4% -$1.95K 0.23% 63
2024
Q4 		$532K Buy
+20,322
New +$557K 0.23% 61
2024
Q3 		– Sell
-146,238
Closed -$3.9M – 86
2024
Q2 		$3.9M Buy
146,238
+24,037
+20% +$649K 1.7% 24
2024
Q1 		$3.41M Buy
122,201
+11,261
+10% +$314K 1.43% 27
2023
Q4 		$3.22M Buy
+110,940
New +$2.95M 1.39% 27

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return