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

Wayfinding 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
-6,016
Closed -$163K – 622
2025
Q1 		$163K Buy
+6,016
New +$160K 0.07% 164
2024
Q1 		– Sell
-7,057
Closed -$204K – 135
2023
Q4 		$204K Sell
7,057
-2,909
-29% -$77.5K 0.14% 108
2023
Q3 		$256K Buy
9,966
+1,386
+16% +$39K 0.19% 87
2023
Q2 		$249K Buy
+8,580
New +$259K 0.17% 92

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wayfinding Financial's SPTL Position: Q2 2025 in Review

Wayfinding Financial sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 6,016 shares — an estimated $163K sold.

Wayfinding Financial first reported a position in SPTL in Q2 2023 and held it in 4 quarters. The position peaked at $256K in Q3 2023. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Wayfinding Financial reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 6,016 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $163K.
  • Wayfinding Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Wayfinding Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $256K in Q3 2023.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.