Hazlett, Burt & Watson’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Hazlett, Burt & Watson’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	$2K	Hold	85	–	–	﹤0.01%	855
2026 Q1	$2K	Hold	85	–	–	﹤0.01%	863
2025 Q4	$2K	Sell	85 -497	-85%	-$13.4K	﹤0.01%	870
2025 Q3	$15K	Buy	582 +2	+0.3%	+$53	0.01%	614
2025 Q2	$15K	Sell	580 -19,758	-97%	-$519K	0.01%	537
2025 Q1	$551K	Buy	20,338 +3,185	+19%	+$84.9K	0.25%	93
2024 Q4	$446K	Buy	17,153 +2,938	+21%	+$80.5K	0.2%	109
2024 Q3	$416K	Buy	14,215 +7,466	+111%	+$213K	0.19%	122
2024 Q2	$184K	Buy	+6,749	New	+$182K	0.09%	194

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

Hazlett, Burt & Watson's SPTL Position: Q2 2026 in Review

Hazlett, Burt & Watson held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 85 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Hazlett, Burt & Watson first reported a position in SPTL in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q1 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Hazlett, Burt & Watson held 85 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2K as of Q2 2026.
Hazlett, Burt & Watson left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #855 holding.
Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Hazlett, Burt & Watson's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $551K in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.