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

Ancora 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
2026 Q2	$12.5M	Buy	477,295 +97,972	+26%	+$2.55M	0.24%	102
2026 Q1	$9.98M	Buy	379,323 +38,742	+11%	+$1.03M	0.21%	111
2025 Q4	$9.02M	Buy	340,581 +109,872	+48%	+$2.96M	0.19%	121
2025 Q3	$6.22M	Buy	230,709 +59,809	+35%	+$1.58M	0.12%	160
2025 Q2	$4.54M	Buy	170,900 +15,362	+10%	+$403K	0.09%	187
2025 Q1	$4.24M	Buy	155,538 +35,830	+30%	+$955K	0.09%	187
2024 Q4	$3.14M	Buy	119,708 +20,988	+21%	+$575K	0.07%	218
2024 Q3	$2.87M	Buy	98,720 +16,931	+21%	+$483K	0.07%	227
2024 Q2	$2.23M	Buy	81,789 +55,929	+216%	+$1.51M	0.06%	254
2024 Q1	$723K	Buy	25,860 +25,859	+2,585,900%	+$721K	0.02%	445
2023 Q4	$29	Buy	+1	New	+$27	﹤0.01%	1729
2022 Q3	–	Sell	-73	Closed	-$2K	–	2158
2022 Q2	$2K	Buy	+73	New	+$2.47K	﹤0.01%	1974
2021 Q3	–	Sell	-109	Closed	-$5K	–	2286
2021 Q2	$5K	Hold	109	–	–	﹤0.01%	1708
2021 Q1	$4K	Hold	109	–	–	﹤0.01%	1581
2020 Q4	$5K	Hold	109	–	–	﹤0.01%	1306
2020 Q3	$5K	Hold	109	–	–	﹤0.01%	1241
2020 Q2	$5K	Hold	109	–	–	﹤0.01%	1201
2020 Q1	$5K	Hold	109	–	–	﹤0.01%	1290
2019 Q4	$4K	Buy	+109	New	+$4.36K	﹤0.01%	1281

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ancora Advisors's SPTL Position: Q2 2026 in Review

Ancora Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 26% in Q2 2026, buying an estimated $2.55M and bringing the position to 477,295 shares worth $12.5M. The position accounts for 0.24% of the portfolio, ranked #102.

Ancora Advisors first reported a position in SPTL in Q4 2019 and has held it in 19 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Ancora Advisors held 477,295 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $12.5M as of Q2 2026.
Ancora Advisors bought 97,972 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.55M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.24% of Ancora Advisors's portfolio in Q2 2026, its #102 holding.
Ancora Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 19 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.