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Westover Capital Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Westover Capital 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
2025
Q1 		– Sell
-211,538
Closed -$5.54M – 245
2024
Q4 		$5.54M Sell
211,538
-402,982
-66% -$11M 1.22% 18
2024
Q3 		$17.9M Buy
614,520
+514,916
+517% +$14.7M 3.43% 5
2024
Q2 		$2.71M Buy
+99,604
New +$2.69M 0.7% 36
2023
Q3 		– Sell
-155,660
Closed -$4.65M – 187
2023
Q2 		$4.65M Buy
+155,660
New +$4.7M 1.62% 13
2022
Q2 		– Sell
-39,431
Closed -$1.49M – 188
2022
Q1 		$1.49M Sell
39,431
-85,824
-69% -$3.38M 0.47% 60
2021
Q4 		$5.28M Buy
125,255
+1,307
+1% +$54.9K 1.54% 19
2021
Q3 		$5.12M Sell
123,948
-398
-0.3% -$16.9K 1.6% 19
2021
Q2 		$5.13M Buy
124,346
+2,088
+2% +$83.6K 1.65% 16
2021
Q1 		$4.77M Buy
122,258
+1,914
+2% +$79.6K 1.64% 17
2020
Q4 		$5.43M Buy
120,344
+1,320
+1% +$60K 1.96% 13
2020
Q3 		$5.56M Buy
119,024
+1,521
+1% +$72.2K 2.28% 10
2020
Q2 		$5.51M Buy
117,503
+708
+0.6% +$33.4K 2.58% 9
2020
Q1 		$5.52M Buy
116,795
+309
+0.3% +$13.2K 2.99% 7
2019
Q4 		$4.53M Sell
116,486
-304
-0.3% -$12.2K 2.03% 15
2019
Q3 		$4.79M Buy
116,790
+1,416
+1% +$56.5K 2.26% 12
2019
Q2 		$4.4M Buy
115,374
+7,707
+7% +$282K 2.17% 12
2019
Q1 		$3.92M Buy
107,667
+26,047
+32% +$913K 2.04% 12
2018
Q4 		$2.86M Sell
81,620
-203
-0.2% -$6.78K 1.79% 19
2018
Q3 		$2.77M Buy
81,823
+843
+1% +$29.1K 1.4% 25
2018
Q2 		$2.84M Buy
80,980
+2,343
+3% +$80.7K 1.53% 22
2018
Q1 		$2.76M Buy
78,637
+27,535
+54% +$958K 1.5% 24
2017
Q4 		$1.87M Buy
+51,102
New +$1.85M 1.03% 35

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

Westover Capital Advisors's SPTL Position: Q1 2025 in Review

Westover Capital Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 211,538 shares — an estimated $5.54M sold.

Westover Capital Advisors first reported a position in SPTL in Q4 2017 and held it in 22 quarters. The position peaked at $17.9M in Q3 2024. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

  • Westover Capital Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 211,538 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $5.54M.
  • Westover Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and held it in 22 quarters.
  • Westover Capital Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $17.9M in Q3 2024.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.