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Essex Savings Bank’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Essex Savings Bank’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
Q4 		– Sell
-7,886
Closed -$213K – 326
2025
Q3 		$213K Sell
7,886
-321
-4% -$8.47K 0.05% 297
2025
Q2 		$218K Sell
8,207
-85
-1% -$2.23K 0.05% 283
2025
Q1 		$226K Buy
+8,292
New +$221K 0.06% 268

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 $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Essex Savings Bank's SPTL Position: Q4 2025 in Review

Essex Savings Bank sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 7,886 shares — an estimated $213K sold.

Essex Savings Bank first reported a position in SPTL in Q1 2025 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 478 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • Essex Savings Bank reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Essex Savings Bank sold 7,886 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $213K.
  • Essex Savings Bank first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • Essex Savings Bank's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $226K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.