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WWA
WCG Wealth Advisors’s
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
Stock Holding History
WCG Wealth Advisors’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
$838K
Sell
31,854
-1,295
-4%
-$34.5K
0.02%
400
2025
Q4
$877K
Sell
33,149
-80,561
-71%
-$2.17M
0.02%
373
2025
Q3
$3.06M
Buy
113,710
+551
+0.5%
+$14.5K
0.19%
115
2025
Q2
$3.01M
Buy
113,159
+29,699
+36%
+$779K
0.19%
118
2025
Q1
$2.28M
Sell
83,460
-313,200
-79%
-$8.35M
0.17%
134
2024
Q4
$10.4M
Sell
396,660
-167,488
-30%
-$4.59M
0.69%
39
2024
Q3
$16.4M
Buy
564,148
+34,466
+7%
+$983K
1.11%
21
2024
Q2
$14.4M
Buy
529,682
+27,947
+6%
+$754K
1.07%
23
2024
Q1
$14M
Buy
501,735
+21,597
+4%
+$602K
1.17%
23
2023
Q4
$13.9M
Buy
480,138
+385,107
+405%
+$10.3M
1.02%
27
2023
Q3
$2.48M
Buy
+95,031
New
+$2.67M
0.18%
119
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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