West Wealth Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

West Wealth Group’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 Q1	–	Sell	-58,835	Closed	-$1.54M	–	102
2024 Q4	$1.54M	Buy	58,835 +6,483	+12%	+$178K	0.46%	27
2024 Q3	$1.52M	Sell	52,352 -21,696	-29%	-$619K	0.49%	25
2024 Q2	$2.02M	Sell	74,048 -72	-0.1%	-$1.94K	0.71%	22
2024 Q1	$2.07M	Buy	74,120 +39,791	+116%	+$1.11M	0.77%	21
2023 Q4	$996K	Sell	34,329 -1,676	-5%	-$44.6K	0.39%	28
2023 Q3	$942K	Sell	36,005 -638	-2%	-$18K	0.41%	29
2023 Q2	$1.1M	Buy	36,643 +21,234	+138%	+$641K	0.46%	22
2023 Q1	$476K	Buy	+15,409	New	+$468K	0.22%	35

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Wealth Group's SPTL Position: Q1 2025 in Review

West Wealth Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 58,835 shares — an estimated $1.54M sold.

West Wealth Group first reported a position in SPTL in Q1 2023 and held it in 8 quarters. The position peaked at $2.07M in Q1 2024. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

West Wealth Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
West Wealth Group sold 58,835 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $1.54M.
West Wealth Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 8 quarters.
West Wealth Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.07M in Q1 2024.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on West Wealth Group's 13F filing for Q1 2025, filed 5 May 2025.