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

Univest Financial’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
Q2 		– Sell
-455,735
Closed -$12.4M – 284
2025
Q1 		$12.4M Sell
455,735
-332,593
-42% -$8.86M 0.81% 27
2024
Q4 		$20.6M Buy
788,328
+140,651
+22% +$3.85M 1.3% 18
2024
Q3 		$18.8M Buy
+647,677
New +$18.5M 1.24% 22

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Univest Financial's SPTL Position: Q2 2025 in Review

Univest Financial sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 455,735 shares — an estimated $12.4M sold.

Univest Financial first reported a position in SPTL in Q3 2024 and held it in 3 quarters. The position peaked at $20.6M in Q4 2024. 438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Univest Financial reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 455,735 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $12.4M.
  • Univest Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 3 quarters.
  • Univest Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $20.6M in Q4 2024.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.