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

Destination 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
2026 Q1	$58.3M	Buy	2,215,071 +81,924	+4%	+$2.18M	1.51%	23
2025 Q4	$56.5M	Buy	2,133,147 +38,330	+2%	+$1.03M	1.48%	25
2025 Q3	$56.5M	Buy	2,094,817 +34,009	+2%	+$898K	1.55%	23
2025 Q2	$54.8M	Buy	+2,060,808	New	+$54.1M	1.61%	23

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Destination Wealth Management's SPTL Position: Q1 2026 in Review

Destination Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.8% in Q1 2026, buying an estimated $2.18M and bringing the position to 2,215,071 shares worth $58.3M. The position accounts for 1.51% of the portfolio, ranked #23.

Destination Wealth Management first reported a position in SPTL in Q2 2025 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Destination Wealth Management held 2,215,071 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $58.3M as of Q1 2026.
Destination Wealth Management bought 81,924 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $2.18M.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.51% of Destination Wealth Management's portfolio in Q1 2026, its #23 holding.
Destination Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.