CX Institutional’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

CX Institutional’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	$16K	Buy	+629	New	+$16.4K	﹤0.01%	1223
2026 Q1	–	Sell	-55	Closed	-$1K	–	1652
2025 Q4	$1K	Buy	+55	New	+$1.48K	﹤0.01%	1494
2023 Q2	–	Sell	-9,066	Closed	-$281K	–	538
2023 Q1	$281K	Buy	+9,066	New	+$275K	0.01%	423

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

CX Institutional's SPTL Position: Q2 2026 in Review

CX Institutional opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 629 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: CX Institutional previously reported a position in SPTL as recently as Q4 2025.

CX Institutional first reported a position in SPTL in Q1 2023 and has held it in 3 quarters since. The position peaked at $281K in Q1 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

CX Institutional held 629 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $16K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new CX Institutional position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1223 holding.
CX Institutional first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
CX Institutional's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $281K in Q1 2023.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.