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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
Q2 		– Sell
-234
Closed -$6.15K – 1490
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 $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Horizon Investments's SPTL Position: Q2 2026 in Review

Horizon Investments sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 234 shares — an estimated $6.15K sold.

Horizon Investments first reported a position in SPTL in Q2 2018 and held it in 18 quarters. The position peaked at $49.8M in Q3 2018. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Horizon Investments reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 234 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $6.15K.
  • Horizon Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and held it in 18 quarters.
  • Horizon Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $49.8M in Q3 2018.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.