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Atria Investments’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Atria Investments’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 		$3.75M Sell
143,021
-26,168
-15% -$682K 0.04% 484
2026
Q1 		$4.45M Buy
169,189
+32,326
+24% +$861K 0.05% 407
2025
Q4 		$3.62M Sell
136,863
-3,878
-3% -$105K 0.04% 486
2025
Q3 		$3.79M Sell
140,741
-14,763
-9% -$390K 0.04% 479
2025
Q2 		$4.13M Buy
155,504
+23,769
+18% +$624K 0.05% 437
2025
Q1 		$3.59M Buy
131,735
+23,989
+22% +$639K 0.05% 474
2024
Q4 		$2.82M Sell
107,746
-3,450
-3% -$94.5K 0.04% 551
2024
Q3 		$3.23M Buy
111,196
+1,289
+1% +$36.8K 0.04% 497
2024
Q2 		$2.99M Buy
109,907
+605
+0.6% +$16.3K 0.04% 500
2024
Q1 		$3.05M Buy
109,302
+47,521
+77% +$1.33M 0.04% 506
2023
Q4 		$1.79M Buy
61,781
+20,276
+49% +$540K 0.03% 637
2023
Q3 		$1.09M Buy
+41,505
New +$1.17M 0.02% 805
2023
Q2 		– Sell
-37,939
Closed -$1.17M – 884
2023
Q1 		$1.17M Buy
+37,939
New +$1.15M 0.02% 748
2022
Q2 		– Sell
-30,659
Closed -$1.16M – 868
2022
Q1 		$1.16M Buy
30,659
+2,938
+11% +$116K 0.02% 790
2021
Q4 		$1.17M Buy
+27,721
New +$1.16M 0.02% 772
2021
Q2 		– Sell
-27,575
Closed -$1.07M – 791
2021
Q1 		$1.07M Buy
+27,575
New +$1.15M 0.02% 677
2020
Q3 		– Sell
-42,494
Closed -$1.99M – 602
2020
Q2 		$1.99M Buy
42,494
+35,247
+486% +$1.66M 0.07% 312
2020
Q1 		$342K Sell
7,247
-11,655
-62% -$498K 0.03% 421
2019
Q4 		$735K Sell
18,902
-72,769
-79% -$2.91M 0.02% 653
2019
Q3 		$3.76M Buy
91,671
+14,321
+19% +$572K 0.13% 149
2019
Q2 		$3.21M Sell
77,350
-27,193
-26% -$994K 0.12% 157
2019
Q1 		$3.8M Buy
104,543
+56,992
+120% +$2M 0.16% 119
2018
Q4 		$1.67M Sell
47,551
-117,211
-71% -$3.91M 0.07% 204
2018
Q3 		$5.57M Buy
164,762
+26,534
+19% +$917K 0.22% 82
2018
Q2 		$4.84M Buy
138,228
+103,158
+294% +$3.55M 0.21% 86
2018
Q1 		$1.23M Sell
35,070
-3,476
-9% -$121K 0.06% 304
2017
Q4 		$1.41M Buy
38,546
+27,156
+238% +$983K 0.07% 265
2017
Q3 		$410K Buy
11,390
+2,956
+35% +$107K 0.02% 499
2017
Q2 		$304K Buy
+8,434
New +$301K 0.02% 556

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments's SPTL Position: Q2 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 15% in Q2 2026, selling an estimated $682K and leaving 143,021 shares worth $3.75M. The position accounts for 0.04% of the portfolio, ranked #484.

Atria Investments first reported a position in SPTL in Q2 2017 and has held it in 29 quarters since. The position peaked at $5.57M in Q3 2018. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Atria Investments held 143,021 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.75M as of Q2 2026.
  • Atria Investments sold 26,168 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $682K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #484 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2017 and has held it in 29 quarters since.
  • Atria Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.57M in Q3 2018.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.