Clearstead Trust’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Clearstead Trust’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	$76.2K	Sell	2,904 -108	-4%	-$2.82K	0.01%	274
2026 Q1	$79.2K	Sell	3,012 -24	-0.8%	-$639	0.01%	265
2025 Q4	$80.4K	Hold	3,036	–	–	0.01%	274
2025 Q3	$81.8K	Hold	3,036	–	–	0.01%	263
2025 Q2	$80.7K	Sell	3,036 -3,576	-54%	-$93.9K	0.02%	267
2025 Q1	$180K	Buy	6,612 +2,095	+46%	+$55.8K	0.04%	160
2024 Q4	$118K	Buy	4,517 +4,261	+1,664%	+$117K	0.03%	191
2024 Q3	$7.44K	Hold	256	–	–	﹤0.01%	363
2024 Q2	$6.97K	Hold	256	–	–	﹤0.01%	373
2024 Q1	$7.15K	Buy	+256	New	+$7.14K	﹤0.01%	366

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

Clearstead Trust's SPTL Position: Q2 2026 in Review

Clearstead Trust reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.6% in Q2 2026, selling an estimated $2.82K and leaving 2,904 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #274.

Clearstead Trust first reported a position in SPTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $180K in Q1 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Clearstead Trust held 2,904 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $76.2K as of Q2 2026.
Clearstead Trust sold 108 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.82K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #274 holding.
Clearstead Trust first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Clearstead Trust's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $180K in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.