Congress Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Congress Wealth 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
2025 Q2	$66.8M	Buy	2,511,689 +44,621	+2%	+$1.17M	0.65%	24
2025 Q1	$67.3M	Sell	2,467,068 -38,895	-2%	-$1.04M	0.81%	18
2024 Q4	$65.6M	Sell	2,505,963 -17,720	-0.7%	-$485K	0.9%	15
2024 Q3	$73.4M	Sell	2,523,683 -1,295,994	-34%	-$37M	0.98%	15
2024 Q2	$104M	Sell	3,819,677 -27,661	-0.7%	-$747K	1.65%	8
2024 Q1	$107M	Buy	3,847,338 +39,985	+1%	+$1.12M	1.86%	5
2023 Q4	$110M	Buy	+3,807,353	New	+$101M	2.03%	5
2022 Q4	–	Sell	-350,950	Closed	-$10.4M	–	580
2022 Q3	$10.4M	Sell	350,950 -3,607	-1%	-$117K	0.28%	98
2022 Q2	$11.7M	Buy	354,557 +345,957	+4,023%	+$11.7M	0.3%	86
2022 Q1	$325K	Sell	8,600 -2,109	-20%	-$83.1K	0.01%	502
2021 Q4	$451K	Buy	+10,709	New	+$450K	0.01%	480

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Congress Wealth Management's SPTL Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.8% in Q2 2025, buying an estimated $1.17M and bringing the position to 2,511,689 shares worth $66.8M. The position accounts for 0.65% of the portfolio, ranked #24.

Congress Wealth Management first reported a position in SPTL in Q4 2021 and has held it in 11 quarters since. The position peaked at $110M in Q4 2023. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

Congress Wealth Management held 2,511,689 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $66.8M as of Q2 2025.
Congress Wealth Management bought 44,621 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $1.17M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.65% of Congress Wealth Management's portfolio in Q2 2025, its #24 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 11 quarters since.
Congress Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $110M in Q4 2023.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.