Western Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Western Wealth Management’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	-24,046	Closed	-$630K	–	770
2024 Q4	$630K	Buy	24,046 +1,819	+8%	+$49.8K	0.03%	395
2024 Q3	$646K	Buy	+22,227	New	+$634K	0.04%	394
2024 Q2	–	Sell	-24,975	Closed	-$698K	–	679
2024 Q1	$698K	Sell	24,975 -6,415	-20%	-$179K	0.05%	292
2023 Q4	$911K	Buy	31,390 +13,634	+77%	+$363K	0.07%	296
2023 Q3	$464K	Buy	+17,756	New	+$500K	0.04%	405

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

Western Wealth Management's SPTL Position: Q1 2025 in Review

Western Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 24,046 shares — an estimated $630K sold.

Western Wealth Management first reported a position in SPTL in Q3 2023 and held it in 5 quarters. The position peaked at $911K in Q4 2023. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Western Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Western Wealth Management sold 24,046 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $630K.
Western Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 5 quarters.
Western Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $911K in Q4 2023.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.