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Teamwork Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Teamwork Financial 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
2025
Q4 		– Sell
-15,210
Closed -$410K – 225
2025
Q3 		$410K Sell
15,210
-3,395
-18% -$89.6K 0.04% 151
2025
Q2 		$495K Sell
18,605
-1,375
-7% -$36.1K 0.06% 133
2025
Q1 		$545K Sell
19,980
-3,040
-13% -$81K 0.07% 111
2024
Q4 		$603K Sell
23,020
-19,115
-45% -$524K 0.08% 101
2024
Q3 		$1.22M Buy
+42,135
New +$1.2M 0.17% 71
2024
Q2 		– Sell
-18,321
Closed -$512K – 186
2024
Q1 		$512K Sell
18,321
-12,237
-40% -$341K 0.08% 103
2023
Q4 		$887K Buy
30,558
+22,414
+275% +$597K 0.15% 71
2023
Q3 		$213K Buy
+8,144
New +$229K 0.03% 190
2022
Q2 		– Sell
-30,644
Closed -$1.16M – 249
2022
Q1 		$1.16M Sell
30,644
-23,703
-44% -$934K 0.22% 90
2021
Q4 		$2.29M Buy
54,347
+8,663
+19% +$364K 0.42% 39
2021
Q3 		$1.89M Buy
45,684
+17,385
+61% +$738K 0.37% 50
2021
Q2 		$1.17M Sell
28,299
-12,481
-31% -$499K 0.24% 81
2021
Q1 		$1.59M Sell
40,780
-25,956
-39% -$1.08M 0.37% 49
2020
Q4 		$3.01M Buy
66,736
+614
+0.9% +$27.9K 0.72% 18
2020
Q3 		$3.09M Buy
66,122
+6,001
+10% +$285K 0.96% 15
2020
Q2 		$2.82M Buy
60,121
+19,971
+50% +$941K 1.01% 17
2020
Q1 		$1.9M Sell
40,150
-33,633
-46% -$1.44M 1.18% 16
2019
Q4 		$2.87M Buy
+73,783
New +$2.95M 1.72% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Teamwork Financial Advisors's SPTL Position: Q4 2025 in Review

Teamwork Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 15,210 shares — an estimated $410K sold.

Teamwork Financial Advisors first reported a position in SPTL in Q4 2019 and held it in 18 quarters. The position peaked at $3.09M in Q3 2020. 478 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • Teamwork Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 15,210 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $410K.
  • Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 18 quarters.
  • Teamwork Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.09M in Q3 2020.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on Teamwork Financial Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.