Napa Wealth Management Spdr Portfolio Long Term Treas Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
A detailed history of Napa Wealth Management transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Napa Wealth Management holds 16,511 shares of SPTL stock, worth $429,451. This represents 0.25% of its overall portfolio holdings.
Number of Shares
16,511
Previous 25,312
34.77%
Holding current value
$429,451
Previous $663 Million
32.11%
% of portfolio
0.25%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
513Shares Held
375MCall Options Held
26.7KPut Options Held
19K-
State Street Corp Boston, MA59.1MShares$1.54 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa54.7MShares$1.42 Billion0.66% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA48MShares$1.25 Billion2.81% of portfolio
-
Envestnet Asset Management Inc16.7MShares$434 Million0.15% of portfolio
-
Municipal Employees' Retirement System Of Michigan14.9MShares$387 Million5.14% of portfolio