Fort Point Capital Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Fort Point Capital Partners’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 Q1	–	Sell	-55,165	Closed	-$1.48M	–	237
2025 Q4	$1.48M	Sell	55,165 -99,734	-64%	-$2.69M	0.17%	86
2025 Q3	$4.17M	Buy	154,899 +34,468	+29%	+$910K	0.49%	43
2025 Q2	$3.2M	Buy	120,431 +28,701	+31%	+$753K	0.23%	67
2025 Q1	$2.5M	Sell	91,730 -62,269	-40%	-$1.66M	0.28%	72
2024 Q4	$4.03M	Sell	153,999 -45,257	-23%	-$1.24M	0.44%	45
2024 Q3	$5.79M	Sell	199,256 -5,874	-3%	-$168K	0.71%	34
2024 Q2	$5.58M	Buy	205,130 +139,168	+211%	+$3.76M	0.71%	33
2024 Q1	$1.84M	Buy	65,962 +54,215	+462%	+$1.51M	0.25%	73
2023 Q4	$341K	Buy	+11,747	New	+$313K	0.05%	227

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fort Point Capital Partners's SPTL Position: Q1 2026 in Review

Fort Point Capital Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 55,165 shares — an estimated $1.48M sold.

Fort Point Capital Partners first reported a position in SPTL in Q4 2023 and held it in 9 quarters. The position peaked at $5.79M in Q3 2024. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Fort Point Capital Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Fort Point Capital Partners sold 55,165 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $1.48M.
Fort Point Capital Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Fort Point Capital Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.79M in Q3 2024.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.