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

HighTower 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	$11.9M	Buy	452,900 +21,033	+5%	+$548K	0.01%	856
2026 Q1	$11.4M	Buy	431,867 +175,212	+68%	+$4.67M	0.01%	818
2025 Q4	$6.79M	Buy	256,655 +149,908	+140%	+$4.04M	0.01%	1033
2025 Q3	$2.88M	Sell	106,747 -26,362	-20%	-$696K	﹤0.01%	1436
2025 Q2	$3.54M	Sell	133,109 -1,203	-0.9%	-$31.6K	﹤0.01%	1261
2025 Q1	$3.66M	Buy	134,312 +6,741	+5%	+$180K	0.01%	1191
2024 Q4	$3.34M	Sell	127,571 -9,773	-7%	-$268K	﹤0.01%	1234
2024 Q3	$3.99M	Sell	137,344 -13,934	-9%	-$398K	0.01%	1134
2024 Q2	$4.12M	Buy	151,278 +30,172	+25%	+$814K	0.01%	1086
2024 Q1	$3.39M	Sell	121,106 -38,026	-24%	-$1.06M	0.01%	1140
2023 Q4	$4.62M	Sell	159,132 -25,686	-14%	-$684K	0.01%	1009
2023 Q3	$4.84M	Buy	184,818 +69,035	+60%	+$1.94M	0.01%	950
2023 Q2	$3.46M	Buy	115,783 +26,234	+29%	+$792K	0.01%	1068
2023 Q1	$2.76M	Buy	89,549 +907	+1%	+$27.5K	0.01%	1110
2022 Q4	$2.57M	Sell	88,642 -24,720	-22%	-$724K	0.01%	1148
2022 Q3	$3.34M	Buy	113,362 +1,395	+1%	+$45.3K	0.01%	975
2022 Q2	$3.69M	Buy	111,967 +7,847	+8%	+$266K	0.01%	952
2022 Q1	$3.97M	Sell	104,120 -1,191	-1%	-$46.9K	0.01%	1013
2021 Q4	$4.42M	Buy	+105,311	New	+$4.42M	0.01%	968

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

HighTower Advisors's SPTL Position: Q2 2026 in Review

HighTower Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.9% in Q2 2026, buying an estimated $548K and bringing the position to 452,900 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #856.

HighTower Advisors first reported a position in SPTL in Q4 2021 and has held it in 19 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

HighTower Advisors held 452,900 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $11.9M as of Q2 2026.
HighTower Advisors bought 21,033 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $548K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #856 holding.
HighTower Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.