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

Regal 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
-10,468
Closed -$285K – 503
2025
Q1 		$285K Sell
10,468
-2,080
-17% -$55.4K 0.02% 411
2024
Q4 		$329K Buy
12,548
+151
+1% +$4.14K 0.02% 392
2024
Q3 		$360K Buy
12,397
+1,062
+9% +$30.3K 0.03% 408
2024
Q2 		$309K Buy
11,335
+113
+1% +$3.05K 0.02% 452
2024
Q1 		$314K Buy
11,222
+3,961
+55% +$110K 0.02% 452
2023
Q4 		$211K Buy
+7,261
New +$193K 0.02% 499
2022
Q4 		– Sell
-42,281
Closed -$1.25M – 511
2022
Q3 		$1.25M Buy
+42,281
New +$1.37M 0.13% 153

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Regal Investment Advisors's SPTL Position: Q2 2025 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 10,468 shares — an estimated $285K sold.

Regal Investment Advisors first reported a position in SPTL in Q3 2022 and held it in 7 quarters. The position peaked at $1.25M in Q3 2022. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Regal Investment Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 10,468 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $285K.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and held it in 7 quarters.
  • Regal Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.25M in Q3 2022.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Regal Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.