Proquility Private Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Proquility Private Wealth Partners’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 Q1	$1.39M	Buy	51,074 +4,298	+9%	+$115K	0.43%	68
2024 Q4	$1.23M	Sell	46,776 -1,084	-2%	-$29.7K	0.39%	64
2024 Q3	$1.39M	Sell	47,860 -7,605	-14%	-$217K	0.45%	63
2024 Q2	$1.51M	Buy	55,465 +1,236	+2%	+$33.4K	0.52%	55
2024 Q1	$1.52M	Buy	54,229 +4,648	+9%	+$130K	0.52%	55
2023 Q4	$1.44M	Buy	+49,581	New	+$1.32M	0.55%	55

Other funds holding SPTL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MERSOM

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

NSLI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Proquility Private Wealth Partners's SPTL Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9.2% in Q1 2025, buying an estimated $115K and bringing the position to 51,074 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #68.

Proquility Private Wealth Partners first reported a position in SPTL in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2024. 469 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Proquility Private Wealth Partners held 51,074 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.39M as of Q1 2025.
Proquility Private Wealth Partners bought 4,298 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $115K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.43% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #68 holding.
Proquility Private Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Proquility Private Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.52M in Q1 2024.
469 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.