Wealthcare Advisory Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wealthcare Advisory 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
2025 Q2	–	Sell	-37,191	Closed	-$1.01M	–	1001
2025 Q1	$1.01M	Sell	37,191 -1,045	-3%	-$27.8K	0.03%	440
2024 Q4	$1M	Buy	38,236 +28,800	+305%	+$789K	0.03%	420
2024 Q3	$274K	Buy	+9,436	New	+$269K	0.01%	746
2024 Q1	–	Sell	-165,541	Closed	-$4.8M	–	831
2023 Q4	$4.8M	Buy	165,541 +147,447	+815%	+$3.93M	0.19%	95
2023 Q3	$473K	Sell	18,094 -5,172	-22%	-$146K	0.02%	442
2023 Q2	$696K	Sell	23,266 -29,055	-56%	-$878K	0.03%	371
2023 Q1	$1.62M	Buy	52,321 +36,376	+228%	+$1.1M	0.07%	209
2022 Q4	$463K	Buy	15,945 +1,508	+10%	+$44.1K	0.02%	443
2022 Q3	$428K	Buy	14,437 +6,005	+71%	+$195K	0.02%	399
2022 Q2	$279K	Buy	+8,432	New	+$286K	0.02%	451
2021 Q2	–	Sell	-53	Closed	-$2K	–	1691
2021 Q1	$2K	Buy	+53	New	+$2.2K	﹤0.01%	1920
2020 Q2	–	Sell	-573	Closed	-$27K	–	1205
2020 Q1	$27K	Buy	+573	New	+$24.5K	﹤0.01%	650
2019 Q2	–	Sell	-150	Closed	-$5K	–	1354
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	977
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	946
2018 Q3	$5K	Hold	150	–	–	﹤0.01%	1002
2018 Q2	$5K	Hold	150	–	–	﹤0.01%	991
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	836
2017 Q4	$5K	Hold	150	–	–	﹤0.01%	793
2017 Q3	$5K	Buy	+150	New	+$5.43K	﹤0.01%	657

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealthcare Advisory Partners's SPTL Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 37,191 shares — an estimated $1.01M sold.

Wealthcare Advisory Partners first reported a position in SPTL in Q3 2017 and held it in 19 quarters. The position peaked at $4.8M in Q4 2023. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Wealthcare Advisory Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 37,191 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $1.01M.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2017 and held it in 19 quarters.
Wealthcare Advisory Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.8M in Q4 2023.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.