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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USAdvisors Wealth Management's SPTL Position: Q1 2026 in Review

USAdvisors Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 8,824 shares — an estimated $233K sold.

USAdvisors Wealth Management first reported a position in SPTL in Q4 2020 and held it in 21 quarters. The position peaked at $1.36M in Q1 2022. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • USAdvisors Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • USAdvisors Wealth Management sold 8,824 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $233K.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 21 quarters.
  • USAdvisors Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.36M in Q1 2022.
  • 482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.