HM Payson & Co’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

HM Payson & Co’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	$446	Hold	17	–	–	﹤0.01%	1110
2026 Q1	$448	Buy	+17	New	+$453	﹤0.01%	1097
2024 Q2	–	Sell	-458	Closed	-$12.8K	–	1027
2024 Q1	$12.8K	Hold	458	–	–	﹤0.01%	799
2023 Q4	$13.3K	Buy	+458	New	+$12.2K	﹤0.01%	789
2023 Q2	–	Sell	-1	Closed	-$47	–	1051
2023 Q1	$47	Buy	+1	New	+$30	﹤0.01%	1013

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

HM Payson & Co's SPTL Position: Q2 2026 in Review

HM Payson & Co held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 17 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

HM Payson & Co first reported a position in SPTL in Q1 2023 and has held it in 5 quarters since. The position peaked at $13.3K in Q4 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

HM Payson & Co held 17 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $446 as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #1110 holding.
HM Payson & Co first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 5 quarters since.
HM Payson & Co's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $13.3K in Q4 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.