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

Signature Estate & 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 		$1.75M Buy
66,400
+1,998
+3% +$53.2K 0.04% 185
2025
Q4 		$1.7M Buy
64,402
+811
+1% +$21.9K 0.03% 180
2025
Q3 		$1.71M Buy
63,591
+2,323
+4% +$61.3K 0.04% 184
2025
Q2 		$1.63M Sell
61,268
-28,321
-32% -$743K 0.04% 179
2025
Q1 		$2.44M Buy
89,589
+7,169
+9% +$191K 0.06% 131
2024
Q4 		$2.16M Sell
82,420
-130
-0.2% -$3.56K 0.05% 125
2024
Q3 		$2.4M Buy
82,550
+11,045
+15% +$315K 0.06% 112
2024
Q2 		$1.95M Buy
+71,505
New +$1.93M 0.05% 133

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