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SWM
Spire Wealth Management’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Spire Wealth Management’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
$3.79K
Buy
144
+76
+112%
+$2.02K
﹤0.01%
1904
2025
Q4
$1.8K
Sell
68
-288
-81%
-$7.77K
﹤0.01%
2120
2025
Q3
$9.59K
Buy
356
+62
+21%
+$1.64K
﹤0.01%
1765
2025
Q2
$7.82K
Hold
294
–
–
﹤0.01%
1804
2025
Q1
$8.01K
Sell
294
-1,223
-81%
-$32.6K
﹤0.01%
1909
2024
Q4
$39.7K
Buy
1,517
+1,223
+416%
+$33.5K
﹤0.01%
1367
2024
Q3
$8.55K
Hold
294
–
–
﹤0.01%
1680
2024
Q2
$8K
Sell
294
-5,151
-95%
-$139K
﹤0.01%
1704
2024
Q1
$152K
Sell
5,445
-622
-10%
-$17.4K
﹤0.01%
863
2023
Q4
$168K
Sell
6,067
-3,505
-37%
-$93.3K
0.01%
811
2023
Q3
$250K
Buy
9,572
+4,744
+98%
+$133K
0.01%
645
2023
Q2
$144K
Buy
4,828
+197
+4%
+$5.95K
0.01%
837
2023
Q1
$143K
Buy
4,631
+396
+9%
+$12K
0.01%
841
2022
Q4
$123K
Buy
4,235
+1,489
+54%
+$43.6K
0.01%
678
2022
Q3
$81K
Buy
2,746
+1,736
+172%
+$56.4K
﹤0.01%
782
2022
Q2
$33K
Buy
1,010
+91
+10%
+$3.08K
﹤0.01%
1472
2022
Q1
$56K
Buy
919
+414
+82%
+$16.3K
﹤0.01%
1409
2021
Q4
$21K
Buy
505
+229
+83%
+$9.62K
﹤0.01%
2104
2021
Q3
$11K
Buy
276
+2
+0.7%
+$85
﹤0.01%
2077
2021
Q2
$11K
Sell
274
-94
-26%
-$3.76K
﹤0.01%
2089
2021
Q1
$11K
Buy
+368
New
+$15.3K
﹤0.01%
2387
Other funds holding SPTL
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
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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