WELLINGTON-ALTUS USA INC.’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

WELLINGTON-ALTUS USA INC.’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	$81.5K	Buy	3,099 +2,450	+378%	+$63.9K	0.06%	240
2026 Q1	$17K	Sell	649 -16,672	-96%	-$444K	0.01%	550
2025 Q4	$458K	Buy	+17,321	New	+$467K	0.34%	66

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

WELLINGTON-ALTUS USA INC.'s SPTL Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 378% in Q2 2026, buying an estimated $63.9K and bringing the position to 3,099 shares worth $81.5K. The position accounts for 0.06% of the portfolio, ranked #240.

WELLINGTON-ALTUS USA INC. first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

WELLINGTON-ALTUS USA INC. held 3,099 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $81.5K as of Q2 2026.
WELLINGTON-ALTUS USA INC. bought 2,450 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $63.9K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #240 holding.
WELLINGTON-ALTUS USA INC. first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
WELLINGTON-ALTUS USA INC.'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $458K in Q4 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.