Bellevue Asset Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bellevue Asset Management’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	$2.04K	Hold	78	–	–	﹤0.01%	455
2026 Q1	$2.05K	Hold	78	–	–	﹤0.01%	356
2025 Q4	$2.06K	Hold	78	–	–	﹤0.01%	434
2025 Q3	$2.1K	Hold	78	–	–	﹤0.01%	432
2025 Q2	$2.07K	Hold	78	–	–	﹤0.01%	432
2025 Q1	$2.13K	Hold	78	–	–	﹤0.01%	419
2024 Q4	$2.04K	Hold	78	–	–	﹤0.01%	439
2024 Q3	$2.27K	Hold	78	–	–	﹤0.01%	400
2024 Q2	$2.12K	Hold	78	–	–	﹤0.01%	401
2024 Q1	$2.18K	Hold	78	–	–	﹤0.01%	399
2023 Q4	$2.26K	Hold	78	–	–	﹤0.01%	390
2023 Q3	$2.04K	Hold	78	–	–	﹤0.01%	384
2023 Q2	$2.33K	Hold	78	–	–	﹤0.01%	389
2023 Q1	$2.41K	Hold	78	–	–	﹤0.01%	390
2022 Q4	$2.27K	Hold	78	–	–	﹤0.01%	386
2022 Q3	$2K	Hold	78	–	–	﹤0.01%	431
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	379
2022 Q1	$3K	Hold	78	–	–	﹤0.01%	425
2021 Q4	$3K	Hold	78	–	–	﹤0.01%	462
2021 Q3	$3K	Hold	78	–	–	﹤0.01%	479
2021 Q2	$3K	Hold	78	–	–	﹤0.01%	475
2021 Q1	$3K	Hold	78	–	–	﹤0.01%	533
2020 Q4	$3K	Hold	78	–	–	﹤0.01%	543
2020 Q3	$4K	Hold	78	–	–	﹤0.01%	453
2020 Q2	$4K	Hold	78	–	–	﹤0.01%	442
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	428
2019 Q4	$3K	Buy	+78	New	+$3.12K	﹤0.01%	407

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

Bellevue Asset Management's SPTL Position: Q2 2026 in Review

Bellevue Asset Management held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 78 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Bellevue Asset Management first reported a position in SPTL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4K in Q3 2020. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Bellevue Asset Management held 78 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.04K as of Q2 2026.
Bellevue Asset Management left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #455 holding.
Bellevue Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4K in Q3 2020.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.