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Signal Advisors Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Signal Advisors Wealth’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 		$3.03M Buy
115,255
+17,772
+18% +$473K 0.21% 97
2025
Q4 		$2.58M Buy
97,483
+71,834
+280% +$1.94M 0.21% 100
2025
Q3 		$691K Sell
25,649
-25,285
-50% -$668K 0.06% 219
2025
Q2 		$1.35M Buy
50,934
+31,382
+161% +$824K 0.11% 178
2025
Q1 		$533K Buy
19,552
+849
+5% +$22.6K 0.05% 266
2024
Q4 		$490K Buy
18,703
+225
+1% +$6.16K 0.06% 267
2024
Q3 		$537K Buy
+18,478
New +$527K 0.08% 243
2024
Q2 		– Sell
-24,675
Closed -$689K – 252
2024
Q1 		$689K Buy
24,675
+16,918
+218% +$472K 0.17% 123
2023
Q4 		$225K Buy
+7,757
New +$207K 0.08% 204

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