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UWM
USAdvisors Wealth Management’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
USAdvisors Wealth Management’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
–
Sell
-8,824
Closed
-$233K
–
143
2025
Q4
$233K
Sell
8,824
-1,574
-15%
-$42.5K
0.08%
125
2025
Q3
$280K
Buy
10,398
+78
+0.8%
+$2.06K
0.1%
105
2025
Q2
$274K
Buy
10,320
+367
+4%
+$9.63K
0.1%
105
2025
Q1
$271K
Sell
9,953
-3,161
-24%
-$84.2K
0.09%
106
2024
Q4
$343K
Sell
13,114
-117
-0.9%
-$3.21K
0.11%
100
2024
Q3
$385K
Sell
13,231
-3,528
-21%
-$101K
0.13%
91
2024
Q2
$456K
Sell
16,759
-11,985
-42%
-$324K
0.16%
82
2024
Q1
$803K
Buy
28,744
+6,305
+28%
+$176K
0.3%
71
2023
Q4
$651K
Sell
22,439
-18,335
-45%
-$488K
0.27%
72
2023
Q3
$1.07M
Buy
40,774
+2,172
+6%
+$61.1K
0.48%
51
2023
Q2
$1.15M
Buy
38,602
+862
+2%
+$26K
0.54%
50
2023
Q1
$1.17M
Sell
37,740
-504
-1%
-$15.3K
0.55%
50
2022
Q4
$1.11M
Buy
38,244
+415
+1%
+$12.2K
0.54%
47
2022
Q3
$1.12M
Sell
37,829
-376
-1%
-$12.2K
0.57%
43
2022
Q2
$1.26M
Buy
38,205
+2,338
+7%
+$79.2K
0.63%
39
2022
Q1
$1.36M
Buy
35,867
+13,665
+62%
+$538K
0.58%
42
2021
Q4
$936K
Buy
22,202
+1,748
+9%
+$73.4K
0.38%
57
2021
Q3
$845K
Buy
20,454
+1,809
+10%
+$76.8K
0.37%
59
2021
Q2
$770K
Buy
18,645
+3,090
+20%
+$124K
0.42%
60
2021
Q1
$606K
Buy
15,555
+7,324
+89%
+$304K
0.29%
69
2020
Q4
$371K
Buy
+8,231
New
+$374K
0.18%
69
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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