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Willis Johnson & Associates’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Willis Johnson & Associates’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 		$1.09M Buy
41,548
+993
+2% +$26.5K 0.06% 70
2025
Q4 		$1.07M Buy
40,555
+2,240
+6% +$60.4K 0.07% 73
2025
Q3 		$1.03M Sell
38,315
-2,669
-7% -$70.5K 0.06% 74
2025
Q2 		$1.09M Buy
40,984
+5,652
+16% +$148K 0.07% 66
2025
Q1 		$963K Buy
35,332
+11,257
+47% +$300K 0.07% 65
2024
Q4 		$631K Buy
24,075
+4,618
+24% +$126K 0.05% 82
2024
Q3 		$566K Buy
19,457
+10,073
+107% +$287K 0.04% 90
2024
Q2 		$255K Buy
+9,384
New +$253K 0.02% 132

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return