FWL Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

FWL Investment Management’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	$289K	Buy	11,000 +1,000	+10%	+$26.1K	0.05%	97
2026 Q1	$263K	Buy	10,000 +1,500	+18%	+$40K	0.06%	92
2025 Q4	$225K	Hold	8,500	–	–	0.05%	80
2025 Q3	$229K	Sell	8,500 -1,542	-15%	-$40.7K	0.06%	80
2025 Q2	$267K	Buy	10,042 +6,542	+187%	+$172K	0.08%	80
2025 Q1	$95.4K	Buy	+3,500	New	+$93.3K	0.04%	116

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

FWL Investment Management's SPTL Position: Q2 2026 in Review

FWL Investment Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 10% in Q2 2026, buying an estimated $26.1K and bringing the position to 11,000 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #97.

FWL Investment Management first reported a position in SPTL in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

FWL Investment Management held 11,000 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $289K as of Q2 2026.
FWL Investment Management bought 1,000 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $26.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of FWL Investment Management's portfolio in Q2 2026, its #97 holding.
FWL Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.