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Brown, Lisle/Cummings’s State Street SPDR Portfolio Long Term Treasury 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
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 $3.37T 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

Brown, Lisle/Cummings's SPTL Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 257% in Q2 2026, buying an estimated $61.9K and bringing the position to 3,301 shares worth $86.6K. The position accounts for 0.02% of the portfolio, ranked #318.

Brown, Lisle/Cummings first reported a position in SPTL in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Brown, Lisle/Cummings held 3,301 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $86.6K as of Q2 2026.
  • Brown, Lisle/Cummings bought 2,376 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $61.9K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #318 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.