Envestnet Portfolio Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Envestnet Portfolio Solutions’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	$49.1M	Buy	1,870,472 +149,337	+9%	+$3.89M	0.24%	70
2026 Q1	$45.3M	Buy	1,721,135 +185,565	+12%	+$4.94M	0.25%	66
2025 Q4	$40.6M	Buy	1,535,570 +1,267,676	+473%	+$34.2M	0.14%	84
2025 Q3	$7.22M	Sell	267,894 -581,154	-68%	-$15.3M	0.03%	283
2025 Q2	$22.6M	Sell	849,048 -520,454	-38%	-$13.7M	0.08%	119
2025 Q1	$37.3M	Buy	1,369,502 +373,414	+37%	+$9.95M	0.14%	80
2024 Q4	$26.1M	Sell	996,088 -429,496	-30%	-$11.8M	0.09%	111
2024 Q3	$41.4M	Buy	1,425,584 +235,829	+20%	+$6.73M	0.13%	81
2024 Q2	$32.4M	Buy	1,189,755 +247,693	+26%	+$6.69M	0.11%	99
2024 Q1	$26.3M	Buy	942,062 +396,138	+73%	+$11.1M	0.1%	107
2023 Q4	$15.8M	Buy	545,924 +69,365	+15%	+$1.85M	0.07%	146
2023 Q3	$12.5M	Buy	+476,559	New	+$13.4M	0.06%	158

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

Envestnet Portfolio Solutions's SPTL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.7% in Q2 2026, buying an estimated $3.89M and bringing the position to 1,870,472 shares worth $49.1M. The position accounts for 0.24% of the portfolio, ranked #70.

Envestnet Portfolio Solutions first reported a position in SPTL in Q3 2023 and has held it in 12 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Envestnet Portfolio Solutions held 1,870,472 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $49.1M as of Q2 2026.
Envestnet Portfolio Solutions bought 149,337 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.89M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.24% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #70 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.