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Horizon Investments’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Horizon Investments’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 		$6.15K Buy
+234
New +$6.23K ﹤0.01% 1219
2025
Q3 		– Sell
-2,992
Closed -$79.5K – 1276
2025
Q2 		$79.5K Hold
2,992
– – ﹤0.01% 954
2025
Q1 		$81.6K Hold
2,992
– – ﹤0.01% 634
2024
Q4 		$78.4K Hold
2,992
– – ﹤0.01% 634
2024
Q3 		$87K Hold
2,992
– – ﹤0.01% 626
2024
Q2 		$81.4K Hold
2,992
– – ﹤0.01% 627
2024
Q1 		$83.6K Sell
2,992
-13
-0.4% -$363 ﹤0.01% 618
2023
Q4 		$87.2K Sell
3,005
-395,440
-99% -$10.5M ﹤0.01% 602
2023
Q3 		$10.4M Buy
398,445
+45,855
+13% +$1.29M 0.32% 44
2023
Q2 		$10.5M Sell
352,590
-81,045
-19% -$2.45M 0.3% 42
2023
Q1 		$13.4M Sell
433,635
-309,052
-42% -$9.39M 0.4% 33
2022
Q4 		$21.6M Sell
742,687
-248,034
-25% -$7.26M 0.61% 30
2022
Q3 		$29.4M Buy
990,721
+341,682
+53% +$11.1M 0.9% 24
2022
Q2 		$21.5M Sell
649,039
-297,240
-31% -$10.1M 0.68% 28
2022
Q1 		$35.8M Buy
946,279
+275,706
+41% +$10.9M 1.01% 22
2021
Q4 		$28.3M Buy
+670,573
New +$28.2M 0.84% 24
2018
Q4 		– Sell
-1,473,860
Closed -$49.8M – 299
2018
Q3 		$49.8M Buy
1,473,860
+116,115
+9% +$4.01M 1.67% 16
2018
Q2 		$47.6M Buy
+1,357,745
New +$46.8M 2.07% 12

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments's SPTL Position: Q1 2026 in Review

Horizon Investments opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026: 234 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: Horizon Investments previously reported a position in SPTL as recently as Q2 2025.

Horizon Investments first reported a position in SPTL in Q2 2018 and has held it in 18 quarters since. The position peaked at $49.8M in Q3 2018. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Horizon Investments held 234 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.15K as of Q1 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Horizon Investments position in Q1 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1219 holding.
  • Horizon Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and has held it in 18 quarters since.
  • Horizon Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $49.8M in Q3 2018.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.