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Vertex Planning Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Vertex Planning Partners’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 		$289K Buy
+10,974
New +$292K 0.06% 115
2025
Q1 		– Sell
-44,855
Closed -$1.17M – 189
2024
Q4 		$1.17M Buy
44,855
+1,520
+4% +$41.6K 0.26% 54
2024
Q3 		$1.26M Sell
43,335
-14,193
-25% -$405K 0.3% 43
2024
Q2 		$1.57M Buy
57,528
+19,225
+50% +$519K 0.41% 36
2024
Q1 		$1.07M Sell
38,303
-1,681
-4% -$46.9K 0.3% 44
2023
Q4 		$1.16M Buy
39,984
+3,438
+9% +$91.6K 0.34% 35
2023
Q3 		$956K Buy
36,546
+13,613
+59% +$383K 0.33% 40
2023
Q2 		$686K Buy
22,933
+1,015
+5% +$30.7K 0.23% 57
2023
Q1 		$677K Buy
21,918
+7,207
+49% +$219K 0.25% 54
2022
Q4 		$427K Buy
+14,711
New +$431K 0.17% 78

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return