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

SteelPeak 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
2025 Q1	–	Sell	-33,873	Closed	-$887K	–	676
2024 Q4	$887K	Buy	+33,873	New	+$928K	0.04%	265
2024 Q1	–	Sell	-29,899	Closed	-$868K	–	544
2023 Q4	$868K	Buy	+29,899	New	+$796K	0.05%	218
2021 Q1	–	Sell	-44,545	Closed	-$2.01M	–	410
2020 Q4	$2.01M	Buy	+44,545	New	+$2.02M	0.18%	97

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SteelPeak Wealth's SPTL Position: Q1 2025 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 33,873 shares — an estimated $887K sold.

SteelPeak Wealth first reported a position in SPTL in Q4 2020 and held it in 3 quarters. The position peaked at $2.01M in Q4 2020. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

SteelPeak Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 33,873 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $887K.
SteelPeak Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 3 quarters.
SteelPeak Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.01M in Q4 2020.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.