Brown, Lisle/Cummings
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Brown, Lisle/Cummings’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

Brown, Lisle/Cummings’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
Q3 		$87K Buy
3,649
+348
+11% +$8.76K 0.02% 316
2026
Q2 		$86.6K Buy
3,301
+2,376
+257% +$61.9K 0.02% 318
2026
Q1 		$24.3K Buy
+925
New +$24.6K 0.01% 446

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Brown, Lisle/Cummings's SPTL Position: Q3 2026 in Review

Brown, Lisle/Cummings increased its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 11% in Q3 2026, buying an estimated $8.76K and bringing the position to 3,649 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #316.

Brown, Lisle/Cummings first reported a position in SPTL in Q1 2026 and has held it in 3 quarters since. 430 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Brown, Lisle/Cummings held 3,649 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $87K as of Q3 2026.
  • Brown, Lisle/Cummings bought 348 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $8.76K.
  • State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #316 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 430 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.