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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 $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return