EH
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Equitable Holdings’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Equitable Holdings’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 		$19M Buy
724,255
+208,096
+40% +$5.43M 0.11% 169
2026
Q1 		$13.7M Buy
516,159
+213,811
+71% +$5.7M 0.09% 222
2025
Q4 		$8M Buy
302,348
+169,085
+127% +$4.56M 0.05% 263
2025
Q3 		$3.59M Buy
133,263
+6,190
+5% +$163K 0.03% 435
2025
Q2 		$3.38M Sell
127,073
-50,520
-28% -$1.33M 0.03% 427
2025
Q1 		$4.84M Sell
177,593
-149,844
-46% -$3.99M 0.05% 299
2024
Q4 		$8.58M Buy
327,437
+13,140
+4% +$360K 0.08% 197
2024
Q3 		$9.14M Sell
314,297
-36,211
-10% -$1.03M 0.09% 186
2024
Q2 		$9.54M Buy
350,508
+39,546
+13% +$1.07M 0.1% 165
2024
Q1 		$8.69M Sell
310,962
-7,763
-2% -$217K 0.1% 165
2023
Q4 		$9.25M Buy
318,725
+101,726
+47% +$2.71M 0.11% 148
2023
Q3 		$5.67M Buy
216,999
+105,567
+95% +$2.97M 0.08% 184
2023
Q2 		$3.33M Buy
111,432
+10,920
+11% +$330K 0.05% 251
2023
Q1 		$3.1M Buy
100,512
+78,524
+357% +$2.39M 0.05% 251
2022
Q4 		$638K Sell
21,988
-174
-0.8% -$5.09K 0.01% 554
2022
Q3 		$657K Sell
22,162
-122
-0.5% -$3.96K 0.01% 498
2022
Q2 		$737K Sell
22,284
-21,161
-49% -$717K 0.01% 475
2022
Q1 		$1.64M Buy
43,445
+33,395
+332% +$1.32M 0.03% 316
2021
Q4 		$424K Buy
+10,050
New +$422K 0.01% 603
2020
Q2 		– Sell
-15,007
Closed -$709K – 653
2020
Q1 		$709K Buy
+15,007
New +$642K 0.03% 316

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Equitable Holdings's SPTL Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 40% in Q2 2026, buying an estimated $5.43M and bringing the position to 724,255 shares worth $19M. The position accounts for 0.11% of the portfolio, ranked #169.

Equitable Holdings first reported a position in SPTL in Q1 2020 and has held it in 20 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Equitable Holdings held 724,255 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $19M as of Q2 2026.
  • Equitable Holdings bought 208,096 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $5.43M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.11% of Equitable Holdings's portfolio in Q2 2026, its #169 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and has held it in 20 quarters since.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.