Financial Engines Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Financial Engines Advisors’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	$1.55B	Buy	59,020,099 +4,340,615	+8%	+$113M	2.75%	14
2026 Q1	$1.44B	Buy	54,679,484 +439,506	+0.8%	+$11.7M	2.92%	12
2025 Q4	$1.44B	Buy	54,239,978 +2,027,723	+4%	+$54.7M	2.72%	13
2025 Q3	$1.41B	Buy	52,212,255 +2,595,264	+5%	+$68.5M	2.69%	14
2025 Q2	$1.32B	Buy	49,616,991 +1,610,357	+3%	+$42.3M	2.63%	14
2025 Q1	$1.31B	Buy	48,006,634 +1,295,230	+3%	+$34.5M	2.81%	13
2024 Q4	$1.22B	Buy	46,711,404 +3,597,899	+8%	+$98.5M	2.57%	14
2024 Q3	$1.25B	Buy	43,113,505 +1,879,187	+5%	+$53.6M	2.62%	14
2024 Q2	$1.12B	Buy	41,234,318 +2,215,448	+6%	+$59.8M	2.49%	15
2024 Q1	$1.09B	Buy	39,018,870 +3,166,057	+9%	+$88.3M	2.46%	15
2023 Q4	$1.04B	Buy	35,852,813 +2,177,541	+6%	+$58M	2.45%	15
2023 Q3	$881M	Buy	33,675,272 +2,574,090	+8%	+$72.4M	2.31%	16
2023 Q2	$930M	Buy	31,101,182 +2,271,164	+8%	+$68.6M	2.36%	16
2023 Q1	$890M	Buy	28,830,018 +2,219,785	+8%	+$67.4M	2.36%	16
2022 Q4	$772M	Buy	26,610,233 +2,640,983	+11%	+$77.3M	2.21%	16
2022 Q3	$710M	Buy	23,969,250 +822,514	+4%	+$26.7M	2.32%	15
2022 Q2	$765M	Buy	23,146,736 +1,413,513	+7%	+$47.9M	2.33%	14
2022 Q1	$822M	Buy	21,733,223 +1,170,152	+6%	+$46.1M	2.19%	16
2021 Q4	$867M	Buy	20,563,071 +1,803,036	+10%	+$75.7M	2.3%	13
2021 Q3	$775M	Buy	18,760,035 +1,103,815	+6%	+$46.9M	2.29%	13
2021 Q2	$729M	Buy	17,656,220 +1,984,422	+13%	+$79.4M	2.12%	15
2021 Q1	$611M	Buy	15,671,798 +6,536,209	+72%	+$272M	1.91%	16
2020 Q4	$412M	Buy	9,135,589 +2,247,771	+33%	+$102M	1.41%	19
2020 Q3	$322M	Buy	6,887,818 +2,319,324	+51%	+$110M	1.28%	18
2020 Q2	$214M	Buy	4,568,494 +2,362,974	+107%	+$111M	0.94%	22
2020 Q1	$104M	Buy	2,205,520 +926,088	+72%	+$39.6M	0.56%	26
2019 Q4	$49.7M	Buy	1,279,432 +724,051	+130%	+$28.9M	0.24%	33
2019 Q3	$22.8M	Buy	555,381 +94,524	+21%	+$3.77M	0.12%	37
2019 Q2	$17.6M	Buy	460,857 +59,144	+15%	+$2.16M	0.1%	35
2019 Q1	$14.6M	Buy	401,713 +192,148	+92%	+$6.73M	0.08%	36
2018 Q4	$10.1M	Sell	209,565 -33,123	-14%	-$1.11M	0.07%	43
2018 Q3	$8.2M	Buy	242,688 +63,122	+35%	+$2.18M	0.16%	22
2018 Q2	$6.29M	Buy	179,566 +65,926	+58%	+$2.27M	0.15%	22
2018 Q1	$3.99M	Buy	113,640 +33,165	+41%	+$1.15M	0.12%	26
2017 Q4	$2.94M	Buy	+80,475	New	+$2.91M	0.08%	28

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Financial Engines Advisors's SPTL Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.9% in Q2 2026, buying an estimated $113M and bringing the position to 59,020,099 shares worth $1.55B. The position accounts for 2.75% of the portfolio, ranked #14.

Financial Engines Advisors first reported a position in SPTL in Q4 2017 and has held it in 35 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Financial Engines Advisors held 59,020,099 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.55B as of Q2 2026.
Financial Engines Advisors bought 4,340,615 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $113M.
State Street SPDR Portfolio Long Term Treasury ETF made up 2.75% of Financial Engines Advisors's portfolio in Q2 2026, its #14 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and has held it in 35 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.