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RIA
Realta Investment Advisors’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Realta 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
2026
Q1
$44K
Sell
1,673
-292
-15%
-$7.78K
0.02%
255
2025
Q4
$52K
Sell
1,965
-216
-10%
-$5.83K
0.02%
249
2025
Q3
$58.8K
Buy
2,181
+78
+4%
+$2.06K
0.02%
233
2025
Q2
$55.9K
Buy
2,103
+750
+55%
+$19.7K
0.02%
228
2025
Q1
$36.9K
Sell
1,353
-478
-26%
-$12.7K
0.02%
245
2024
Q4
$47.8K
Buy
1,831
+1,793
+4,718%
+$49.1K
0.02%
256
2024
Q3
$1.06K
Sell
38
-11
-22%
-$314
﹤0.01%
346
2024
Q2
$1.33K
Hold
49
–
–
﹤0.01%
768
2024
Q1
$1.37K
Buy
+49
New
+$1.37K
﹤0.01%
789
2023
Q4
–
Sell
-961
Closed
-$28.7K
–
756
2023
Q3
$28.7K
Hold
961
–
–
0.01%
573
2023
Q2
$28.7K
Buy
+961
New
+$29K
0.01%
616
2023
Q1
–
Sell
-957
Closed
-$27.8K
–
778
2022
Q4
$27.8K
Buy
957
+106
+12%
+$3.1K
0.01%
613
2022
Q3
$25K
Buy
+851
New
+$27.6K
0.01%
607
2019
Q3
–
Sell
-5
Closed
–
–
1786
2019
Q2
$0
Hold
5
–
–
﹤0.01%
1800
2019
Q1
$0
Buy
+5
New
+$175
﹤0.01%
1351
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$2.9T AUM
29.55%
1-Year Est. Return
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$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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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