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TWP
Tempus Wealth Planning’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
Tempus Wealth Planning’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
$1.55M
Buy
58,808
+2,545
+5%
+$67.8K
0.36%
78
2025
Q4
$1.49M
Buy
56,263
+806
+1%
+$21.7K
0.34%
79
2025
Q3
$1.49M
Buy
55,457
+637
+1%
+$16.8K
0.34%
79
2025
Q2
$1.46M
Buy
54,820
+1,616
+3%
+$42.4K
0.36%
76
2025
Q1
$1.45M
Sell
53,204
-2,291
-4%
-$61.1K
0.43%
64
2024
Q4
$1.45M
Sell
55,495
-933
-2%
-$25.6K
0.44%
62
2024
Q3
$1.64M
Sell
56,428
-2,511
-4%
-$71.6K
0.6%
42
2024
Q2
$1.6M
Buy
58,939
+16,169
+38%
+$436K
0.67%
37
2024
Q1
$1.2M
Sell
42,770
-2,200
-5%
-$61.4K
0.53%
49
2023
Q4
$1.31M
Buy
44,970
+3,857
+9%
+$103K
0.57%
52
2023
Q3
$1.08M
Buy
41,113
+380
+0.9%
+$10.7K
0.54%
47
2023
Q2
$1.22M
Buy
40,733
+13,000
+47%
+$393K
0.55%
49
2023
Q1
$856K
Buy
27,733
+2,041
+8%
+$62K
0.42%
61
2022
Q4
$746K
Buy
+25,692
New
+$752K
0.45%
68
2020
Q1
–
Sell
-138,961
Closed
-$5.4M
–
73
2019
Q4
$5.4M
Buy
+138,961
New
+$5.55M
4.76%
5
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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