4 Wealth Advisors, Inc. Spdr Portfolio Long Term Treas Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	SELL	$25.54 - $27.64 $48,934 - $52,958	-1,916 Reduced 15.32%	10,592 $289 Million
Q4 2024 Feb 14, 2025	BUY	$26.05 - $29.17 $325,833 - $364,858	12,508 New	12,508 $328 Million

Others Institutions Holding SPTL

# of Institutions

478

Shares Held

359M

Call Options Held

19.4K

Put Options Held

0

State Street Corp Boston, MA

64.9M
Shares

$1.77 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

58M
Shares

$1.58 Billion
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

49.6M
Shares

$1.36 Billion
2.64% of portfolio
Municipal Employees' Retirement System Of Michigan

12.6M
Shares

$345 Million
4.04% of portfolio
Nan Shan Life Insurance Co., Ltd. Taipei City, F5

11M
Shares

$300 Million
6.61% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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