SPTL SPDR BARCLAYS LONG TERM TREA

Ownership history in FDx Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

FDx Advisors, Inc. reported SPDR BARCLAYS LONG TERM TREA (SPTL) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.76% in 2024 Q3. The latest visible filing shows SPTL at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FDx Advisors, Inc.'s position in SPDR BARCLAYS LONG TERM TREA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPTL was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FDx Advisors, Inc. held SPTL — position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 83,719 -314 -0.4% 0.68% $2.3M 2025-11-04 $26.74
2025 Q2 ADDED 84,033 +304 +0.4% 0.68% $2.2M 2025-08-07 $25.84
2025 Q1 REDUCED 83,729 -7,951 -8.7% 0.74% $2.3M 2025-05-01 $25.75
2024 Q4 REDUCED 91,680 -3,911 -4.1% 0.70% $2.4M 2025-02-03 $25.25
2024 Q3 REDUCED 95,591 -2,062 -2.1% 0.76% $2.8M 2024-11-04 $25.95
2024 Q2 REDUCED 97,653 -3,398 -3.4% 0.73% $2.7M 2024-08-02 $27.27
2024 Q1 REDUCED 101,051 -6,286 -5.9% 0.43% $2.8M 2024-05-03 $24.75
2023 Q4 REDUCED 107,337 -5,761 -5.1% 0.24% $3.1M 2024-02-13 $25.11
2023 Q3 REDUCED 113,098 -584,787 -83.8% 0.25% $3.0M 2023-11-02 $23.47
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FDx Advisors, Inc. and SPTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has FDx Advisors, Inc. reported owning SPTL?

FDx Advisors, Inc. reported SPTL across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SPTL position in FDx Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SPTL was 0.76% in 2024 Q3.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q3, when FDx Advisors, Inc. reported 83,719 shares, equal to 0.68% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SPTL ownership page compare?

The chart compares FDx Advisors, Inc.'s quarterly SPTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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