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Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-19,885
Closed -$521K – 86
2024
Q4 		$521K Buy
+19,885
New +$545K 0.57% 46

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's SPTL Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 19,885 shares — an estimated $521K sold.

Stonehaven Wealth & Tax Solutions first reported a position in SPTL in Q4 2024 and held it in 1 quarter. The position peaked at $521K in Q4 2024. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 19,885 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $521K.
  • Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $521K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.