Harbor Investment Advisory’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Harbor Investment Advisory’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	-2	Closed	-$53	–	1352
2025 Q4	$53	Hold	2	–	–	﹤0.01%	1214
2025 Q3	$54	Hold	2	–	–	﹤0.01%	1165
2025 Q2	$53	Hold	2	–	–	﹤0.01%	1161
2025 Q1	$55	Hold	2	–	–	﹤0.01%	1164
2024 Q4	$52	Hold	2	–	–	﹤0.01%	1137
2024 Q3	$58	Hold	2	–	–	﹤0.01%	1141
2024 Q2	$54	Hold	2	–	–	﹤0.01%	1288
2024 Q1	$56	Hold	2	–	–	﹤0.01%	1318
2023 Q4	$58	Hold	2	–	–	﹤0.01%	1145
2023 Q3	$52	Buy	+2	New	+$56	﹤0.01%	1169

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

Harbor Investment Advisory's SPTL Position: Q1 2026 in Review

Harbor Investment Advisory sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 2 shares — an estimated $53 sold.

Harbor Investment Advisory first reported a position in SPTL in Q3 2023 and held it in 10 quarters. The position peaked at $58 in Q3 2024. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Harbor Investment Advisory reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 2 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $53.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 10 quarters.
Harbor Investment Advisory's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $58 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 Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.